Our dad is 93 and has a reverse mortgage on his house, where he lived until recently with my brother and my brother’s friend.

Following the death of a loved one, there may be fear and uncertainty about what to expect. However, needs must be attended to on behalf of the deceased. Specifically, an estate executor must be ...

Learn how probate validates a will, pays debts, and distributes assets to heirs. State intestacy laws apply when there is no ...

Add to that the distribution of assets and the stress of probate, and there’s the strong potential for conflict — especially ...

'There's no trust in place, but there is a will' "How long does it take for an executor to be able to access the account and pay the debts of the deceased?" (Photo subject is a model.) Dear Quentin, ...

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 ...

Once you have taken the essential step in formulating your estate plan, you must name an executor of your Will. Whom should you designate for this significant role, and what is expected of them? An ...

Lawrence "Larry" Sprung is the founder and lead wealth advisor at Mitlin Financial, Inc®. Since establishing the firm in 2004, Larry has prioritized personalized financial planning for families. His ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. Serving as the executor of an estate is not just an ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. It’s hardly cause for celebration. You’re the executor of an ...

It's difficult enough to lose a parent — but what do you do if a sibling isn't suited to be the executor?

The facts of Estate Spenlinhauer v Commissioner (U.S. Tax Court, Dec. 30, 2025) read like an instruction manual on how to ...