The executor of an estate is someone who wraps up a deceased individual’s financial affairs. If the deceased has a will, the will usually names a close relative, friend, accountant, attorney or ...

You are able to gift 5 more articles this month. Anyone can access the link you share with no account required. Learn more. Settling an estate, even a simple one, involves plenty of loose ends and ...

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 ...

DALLAS — Recently, we FINALLY got to the last item on our 'Death Checklist' by tackling wills. But wills needed two parts. So this is the final part of that final item. As you are making a will, be ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in ...

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 ...

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 ...

This article appears in the October 2021 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles online. Many executors accept their role out of ...