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 ...

Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. Estate planning is an often overlooked topic during the ...

Discover what an executrix is and how she fulfills the responsibilities of executing a last will and testament, playing a ...

Why Does My Estate Planning Attorney Need So Much Information? Expert Answer: If you’ve decided to start your estate planning journey, congratulations — you’ve taken an important step toward ...

A process-driven CFP who doubled his completion rate, a behavioral advisor who turns personal loss into client action.

Handling the estate of a deceased parent can be emotionally complicated if the estate plan doesn't unfold as expected — say, if there is an uneven split of assets among children or a previously ...

Estate planning experts emphasize that proper preparation can make all the difference between a smooth transfer of assets to heirs and a complicated, potentially contentious process. Financial ...

Have you come to the stage in life where you are contemplating retirement or how to protect your assets after you're gone? Do you want more control over the estate planning process than you might get ...

Estate Planning and Probate are crucial aspects of managing and transferring wealth. Estate Planning involves preparing for the distribution of an individual's assets upon their death or ...

You do not have to be wealthy to start considering an estate planning strategy. Most people have something of value that they want to pass along to loved ones. Passing along something of value to a ...

As our parents age, one of the most important aspects of ensuring their well-being and peace of mind is estate planning. Estate planning is more than just deciding who to leave your assets to once you ...

Handling the estate of a deceased parent can be an emotional process for children already dealing with grief. Those emotions can become more complicated if the estate plan doesn't unfold as expected — ...