Selecting an executor for your estate is one of the most crucial decisions in the estate planning process. The executor will be responsible for managing your assets, ensuring that your wishes are ...

Executors across the United States regularly discover that managing a parent’s estate creates emotional crosscurrents that have little to do with legal paperwork. Even in families without ...

After my father was diagnosed with a brain tumor in 2020, I started my role as his estate executor using my Power-of-Attorney or POA designation and wrote about those activities in my article titled ...

Being named as an executor in a loved one’s Last Will and Testament is a big responsibility. It is important to understand what you are agreeing to before you step into the role as executor. First, it ...

In my practice as investment counsel to high-net-worth families, one of my roles is to help clients plan for family and charitable legacies. That involves integrating financial and estate planning, a ...

When someone passes away, it’s up to their executor to handle the probate process. But what happens if the executor of a will dies? While that’s a rarity, it can create complications as someone else ...

Settling an estate after the death of a loved one can involve both legal and financial challenges. But having a well-organized settlement checklist can help streamline this process. Whether you’re an ...

Dear Eric: I am the youngest of three sons, and both of my brothers passed away suddenly, with the latest one just three years ago. Now I find myself thrust into the role of executor for my parents ...

After my father was diagnosed with a brain tumor in 2020, I started my role as his estate executor using my Power-of-Attorney or POA designation and wrote about those activities in my article titled ...