Certified Executor Advisor  (CEA) by IMF Financial Assurance

Certified Executor Advisor (CEA)

As a CEA, I work with both Testators (a person who dies, or will die with a Will) and Executors (a person(s) appointed by Testator to execute their Will) to identify and minimize potential estate challenges. With proactive planning I help Testators create strategies to ease taxation and liquidity issues as well as real or perceived inequality concerns in their Wills.  I provide guidance to Executors towards successful execution of the duties and legal responsibilities to avoid personal risk and liability.   A prepared Executor will understand the importance and value of ensuring estates are proactively planned for themselves and their Testator loved ones.

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I've always been passionate about helping others learn about important information in a fun and engaging manner....yes, even Insurance! As a licensed insurance and guaranteed investment broker, I ...(more)