{"id":79865,"date":"2020-10-12t12:10:08","date_gmt":"2020-10-12t16:10:08","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=79865"},"modified":"2021-04-19t22:50:18","modified_gmt":"2021-04-20t02:50:18","slug":"advising-executors","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/10\/12\/advising-executors\/","title":{"rendered":"advising estate executors: the newbie guide to getting started"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-52186 alignright\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2015\/10\/death-valley-highway-to-horizon-by-rtelberg-424x371.png\" alt=\"\" width=\"424\" height=\"371\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/death-valley-highway-to-horizon-by-rtelberg-424x371.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/death-valley-highway-to-horizon-by-rtelberg.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/death-valley-highway-to-horizon-by-rtelberg.png 492w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/>bonus checklist: 14 questions to answer.<\/strong><\/p>\n<p><em>by ed mendlowitz<\/em><br \/>\n<a href=\"\/\/www.g005e.com\/product-category\/ed-mendlowitz\/\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p><strong>question:<\/strong> i have a client who became the executor after his mother died.<\/p>\n<blockquote><p><strong><b>more: <\/b><\/strong><a href=\"\/\/www.g005e.com\/2020\/09\/28\/14-better-uses-for-timesheet-data\/\">14 better uses for timesheet data<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/21\/tossing-timesheets-is-just-the-start\/\">tossing timesheets is just the start<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/14\/how-to-determine-overhead\/\">how\u2019s your overhead?<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/07\/9-must-haves-for-firm-growth\/\">9 must-haves for firm growth<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/31\/collect-more-by-clearing-up-billing\/\">collect more by clearing up billing<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/24\/envision-your-future-then-plan-for-it\/\">envision your future, then plan for it<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/17\/5-ways-to-build-teamwork\/\">5 ways to build teamwork<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2020\/10\/12\/advising-executors\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>he has a brother and two sisters. they asked me to advise them, but i am not that familiar with handling estates. is there anything you can tell me to get me started?<\/p>\n<p><strong>answer:<\/strong> it is never good to work on things you are not familiar with, but doing so can provide that familiarity, as long as you cannot do any harm to the client.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2020\/10\/12\/advising-executors\/#more-79865\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2020%2f10%2f12%2fadvising-executors%2f&amp;t=advising+estate+executors%3a+the+newbie+guide+to+getting+started'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2020%2f10%2f12%2fadvising-executors%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20advising%20estate%20executors:%20the%20newbie%20guide%20to%20getting%20started&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2020\/10\/12\/advising-executors\/\" title=\"email this: advising estate executors: the newbie guide to getting started \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-52186 alignright\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2015\/10\/death-valley-highway-to-horizon-by-rtelberg-424x371.png\" alt=\"\" width=\"424\" height=\"371\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/death-valley-highway-to-horizon-by-rtelberg-424x371.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/death-valley-highway-to-horizon-by-rtelberg.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/10\/death-valley-highway-to-horizon-by-rtelberg.png 492w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/>bonus checklist: 14 questions to answer.<\/strong><\/p>\n<p><em>by ed mendlowitz<\/em><br \/>\n<a href=\"\/\/www.g005e.com\/product-category\/ed-mendlowitz\/\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p><strong>question:<\/strong> i have a client who became the executor after his mother died.<\/p>\n<blockquote>\n<p><strong><b>more: <\/b><\/strong><a href=\"\/\/www.g005e.com\/2020\/09\/28\/14-better-uses-for-timesheet-data\/\">14 better uses for timesheet data<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/21\/tossing-timesheets-is-just-the-start\/\">tossing timesheets is just the start<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/14\/how-to-determine-overhead\/\">how\u2019s your overhead?<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/07\/9-must-haves-for-firm-growth\/\">9 must-haves for firm growth<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/31\/collect-more-by-clearing-up-billing\/\">collect more by clearing up billing<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/24\/envision-your-future-then-plan-for-it\/\">envision your future, then plan for it<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/17\/5-ways-to-build-teamwork\/\">5 ways to build teamwork<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2020\/10\/12\/advising-executors\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>he has a brother and two sisters. they asked me to advise them, but i am not that familiar with handling estates. is there anything you can tell me to get me started?<\/p>\n<p><strong>answer:<\/strong> it is never good to work on things you are not familiar with, but doing so can provide that familiarity, as long as you cannot do any harm to the client.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2020\/10\/12\/advising-executors\/#more-79865\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2020%2f10%2f12%2fadvising-executors%2f&amp;t=advising+estate+executors%3a+the+newbie+guide+to+getting+started'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1341,"featured_media":70489,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1905,1363,3120,3002],"tags":[],"class_list":["post-79865","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-featured","category-pro-member-exclusive","category-special","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>advising estate executors: the newbie guide to getting started - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2020\/10\/12\/advising-executors\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"advising estate executors: the newbie guide to getting started - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2020\/10\/12\/advising-executors\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" 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