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 ...

A complete estate plan that incorporates the right people in each role can provide you and your beneficiaries with peace of mind.

Aaron Broverman is the Managing Editor of Forbes Advisor Canada. He has almost 20 years of experience writing in the personal finance space for outlets such as Bankrate, Bankrate Canada, ...

The executor of an estate is the person tasked with tying up a deceased person’s affairs. Often, the duty falls to a spouse or another family member but can also be an attorney, an accountant or ...

Q. My aunt is a widow, has no children and is in an assisted living center with dementia. A few years ago, she signed a will naming me as executor. I never received a copy of the will. One of my ...

After my father was diagnosed with a brain tumor in 2020, I started my role as his estate executor using my Power-of-Attorney or POA designation and wrote about those activities in my article titled ...

Unfortunately you've used all of your gifts this month. Your counter will reset on the first day of next month. William G. Lako, Jr., CFP®, is a principal at Henssler Financial and a co-host on “Money ...

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. In this article, we unpack ...

Advisors say more people are looking for proof of planning before taking on the challenging role of managing someone else’s ...

Dear Eric: I am the youngest of three sons, and both of my brothers passed away suddenly, with the latest one just three years ago. Now I find myself thrust into the role of executor for my parents ...