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 ...

Appointing the right executor is one of the most important decisions when preparing a Will. Executors play a central role in the administration of an estate including applying for probate safeguarding ...

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 ...

Who can be trusted to complete your affairs when you are gone? This is the question all financial advisors should ask, but they often leave that question to an estate attorney. Danielle Miura Even ...