When an individual passes away, their assets must be distributed to their named heirs or beneficiaries. The beneficiaries may be designated as a co-owner or a beneficiary, or the assets will pass to ...

Forbes contributors publish independent expert analyses and insights. Global tax strategy and legacy design for families and founders. When a person dies in the US or as a US citizen, anywhere, an ...

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 ...

Whenever a client comes to us after the death of a loved one, particularly in the case of a surviving spouse, he's typically quite overwhelmed. Generally, we find that our clients fall into two ...

An executor is an individual appointed to manage the estate of a deceased person, generally specified in their will. The executor has a significant role, ensuring that the deceased's assets are ...

Most executors know that there need not be estate tax for decedents dying in 2010. Therefore, many executors believe that the estate administration process is easy, as in, “No estate tax, no action.” ...

Delays in winding up an estate can create unnecessary hardship for grieving families, and while the Master’s Office is often blamed for backlogs, the root cause frequently lies in poor or incomplete ...