Whether you're planning ahead for your own heirs or have been asked to be the executor of an estate for someone else, it pays ...

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 ...

One of the most crucial aspects of estate planning is appointing people you trust to step in when you can’t act for yourself. Two of the most prominent of these roles are the executor of your estate ...

The old saying that “you can’t pick your family” may be true. But you can pick the executor of your estate and it doesn’t have to be a member of your family. Sometimes, in fact, it’s better when the ...

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 ...

When retirement benefits are payable to a decedent’s estate, what unique obligations and opportunities does the executor of the estate have with respect to those benefits? Last month, we looked at the ...

On top of choosing an executor — the person who ensures your wishes are carried out at death — it also is important to name decision-makers for your finances and health care in case you reach a point ...