Who can be trusted to complete your affairs when you are gone? This is the question all financial advisors should ask, but they often leave that question to an estate attorney. Danielle Miura Even ...
You can be a "good" executor, even though carrying out someone's final wishes from their estate can be challenging.
Often, being named as an executor happens while you’re still answering condolence messages and planning a funeral. Someone ...
Aaron Broverman is the Managing Editor of Forbes Advisor Canada. He has almost 20 years of experience writing in the personal finance space for outlets such as Bankrate, Bankrate Canada, ...
However, you must also choose an executor, the person who will carry out your will's instructions.Choosing the wrong executor ...
When retirement benefits are payable to a decedent’s estate, what unique obligations and opportunities does the executor of the estate have with respect to those benefits? Last month, we looked at the ...
A. We’re sorry to hear about your mom. Your first step should be to carefully review the terms of your mother’s will, paying particularly close attention to the ...
Get Morningstar's essential reading for financial professionals in Advisor Digest. This month and next, I'll offer a detailed look at the issues and obligations that executors face when retirement ...
Executors have a fiduciary duty to act in the best interest of the estate and its beneficiaries. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...
Q. We have three grown children listed as co-executors of our wills for when we’ve both died. We’ve heard that it can get very confusing when probating a will when there are multiple executors. Are ...