Here’s a tale of caution about being an executor, the person you appoint in a will to oversee your estate after your death. The cast includes a 73-year-old high-school-educated homemaker named ...

When a loved one who was financially comfortable passes away, there will be tax issues. You may be the heir responsible for dealing with them, and major bucks could be in play. This column addresses ...

Far too many of us put off finalizing estate documents because we get hung-up on one or more decisions where we believe we have less than optimal choices. Over my next few posts, I will provide my ...

If you have a client who is the executor of an estate, how can you help them in their role? Before discussing how you can help an executor, it’s essential to understand that the role of an executor ...

The old saying that “you can’t pick your family” may be true. But you can pick the executor of your estate and it doesn’t have to be a member of your family. Sometimes, in fact, it’s better when the ...

One of the key decision the wealthy make when planning their estates is deciding on who will be their executors. The executor is the CEO of a person’s estate. He or she is responsible to follow make ...

The ‘Executor of the Estate’ sounds like a title for a new spellbinding novel. While the position is, perhaps, not so grand as the name would imply it's, nonetheless, extremely important. Let's look ...

You've Been Named Executor: Now What? Acting as executor of an estate (also called "personal representative" in some states) doesn't have to be an overwhelming task if you're organized. As the chief ...

Australia/Melbourne The case for overturning the executor priority rule in disputes over dead bodies. The Warren Centre for ...