Finding out that you have been selected to be a family member’s Executor can be both an honor and a huge time commitment. Although each estate administration varies depending on the complexity 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 ...

With wills being written and reviewed as part of inheritance tax (IHT) and succession planning, it is vital to understand the role of the executor – the ...

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 ...

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 ...

While teaching Estate Planning and Taxation at SFA, I prepared a handout on “Duties of the Executor.” It is detailed but is not all inclusive. Several of my students told me that they shared the ...

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

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

Being named an executor is no small task. It’s a role filled with responsibilities that can feel overwhelming, especially when you’re dealing with the loss of a loved one. Executors have a list of ...