"My uncle recently asked me to be the executor of his will when he dies. I feel honored that he asked me, but I’ve never done ...

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 ...

(This article is adapted from the new book 5@55: The 5 Essential Legal Documents You Need by Age 55.) One of the most important things someone can do to best ensure their estate is handled without a ...

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 ...

Being appointed as executor can be a significant responsibility, especially if the estate or family situation is complicated.

Learn the implications of an executor not applying for probate. Discover legal options to address the situation and the ...

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 ...

When it comes to handling your loved one’s estate, the executor has a series of important duties and responsibilities. If you suspect an executor is mishandling their responsibilities or mismanaging ...

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 ...

I’ve asked her to create a list of those she wants me to contact upon her death and to settle some financial loose ends. She ...