Posts Tagged 'Kareim M. Abbouda'

What are an Executor’s Duties?

What are an Executor’s Duties?

Courtesy of Kareim M. Abbouda, Financial Advisor

Personal representative checklist
This checklist will provide a better understanding of your many duties as an Executor; however, depending on the situation and your relationship with the deceased, not all points will apply. It is recommended that you seek legal advice at the outset if you think it might be necessary.

Making necessary arrangements
In general, the following arrangements will need to be looked into immediately after death:

Arranging the funeral
– Notify family, friends, heirs ...

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Business Ownership Changes…

Business Ownership Changes…

Courtesy of Kareim M. Abbouda from Investors Group.

Is your business prepared for an unexpected ownership change?

A buy-sell agreement can help avoid future turmoil.

Your business couldn’t be better – and then it happens: a co-owner suddenly becomes disabled or dies from illness or accident. That could mean the disruption of your business, your income and possibly even a comfortable retirement.

Good business
That is why business succession planning – including a well-constructed buy-sell agreement – makes good business sense, for both co-owners ...

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