Being either a successor trustee or an executor is often a big commitment that may last for years. You’ll be required to ...

One of the most important decisions you will face when creating your estate plan is who to choose as your Executor. An Executor’s job is to make sure that the terms of your Will are carried out in a ...

An executor is responsible for managing the deceased's finances, settling debts and distributing assets as outlined in the will. Tasks of an executor include notifying authorities, closing accounts ...

On Friday, August 5, 2011, the Internal Revenue Service finally announced an important due date for executors of 2010 decedents’ estates who elect to opt out of the estate tax. An executor electing to ...

Navigate the intricacies of probate time limits. Explore factors affecting probate duration, deadlines, and tips to speed up ...

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 ...

On September 13, 2011, the IRS released Notice 2011-76, which gives executors of estates of 2010 decedents more time to make an informed decision about whether to stay in the default estate tax regime ...

A. You can name anyone you want to be the executor of your will. The question is who will do the best job. There are several advantages to naming a bank as an executor. Banks are in the business of ...

Executors are expected to make prudent decisions about how to liquidate an estate, but what if it’s not as valuable as they think? By Ronda Kaysen Q: I’m the executor of my mother’s estate. The sale ...