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 ...

You've Been Named Executor: Now What? Acting as executor of an estate (also called "personal representative" in some states) doesn't have to be an overwhelming task if you're organized. As the chief ...

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 ...

Many people take on the role of executor for the estate of a friend or loved one without knowing much about what the job entails. That can make the situation difficult if there are complex issues to ...

After a loved one dies, their affairs need to be set in order. You might find yourself planning a funeral, paying bills and closing accounts. The list of things you need to do after someone dies can ...

Q. I am the executor of my aunt’s estate, I have paid all taxes and have the stocks in an account. There are three cousins who will not sign off on the distributions I planned. We have a New Jersey ...