Digest: (1) A full-time judge who is, along with their siblings, a beneficiary of their parent's estate may (a) assist the sibling who is serving as executor in selecting an attorney for the estate; ...

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 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 ...

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 ...

Sometimes clients suggest ideas that lend themselves easily to columns. This column resulted from a comment by a client who had been asked by a relative if he would be willing to serve as executor of ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. Serving as the executor of an estate is not just an ...

You therefore need to appoint someone you trust implicitly to undertake this role. You need to appoint a trusted ally. To ensure you appoint the right executor, let’s take a look at the most common ...

The role of an executor is to step into your shoes after your death to ensure that your assets are distributed in the best interests of your estate and those that you love. It’s an important job that ...

An executor can also be a beneficiary. Discover the potential advantages and disadvantages of such an arrangement and learn ...