Finding out that you have been selected to be a family member’s Executor can be both an honor and a huge time commitment. Although each estate administration varies depending on the complexity and ...

While you may intend it as a gesture of trust or love, naming a friend or relative as executor of your estate has serious implications. The duties of an executor are formidable — onerous, actually — ...

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 ...

When someone dies, others may be called on to manage their estate. An executor is charged with overseeing the distribution of someone’s assets according to the will or state inheritance laws if they ...

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 ...

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 ...

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 ...