“I am not looking to hire an attorney.” ...

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 ...

The choice of a fiduciary may have a significant impact over multiple generations and should therefore be selected with deliberation and great care. One of the most important decisions in estate ...

A fiduciary bond acts as a financial guarantee by ensuring a fiduciary acts in the best interest of the party the fiduciary serves, protecting estates and beneficiaries Written By Written by Staff ...

The selection of your executor and/or trustee (also referred to as your “fiduciary” or “fiduciaries”) is among the most important decisions you will make in establishing an estate plan. Your chosen ...

New Jersey is considered a "probate friendly" state since the executors are not required to obtain court approvals for most actions. However, if the executor is not complying with state law, in N.J.

'My brother retains the money awarded to my father to this day. My mom is still alive.' "In New York state, shouldn't the money be transferred over to my mom, since she was the sole heir in his will?" ...

Financial advisors provide expert guidance on various aspects of your finances, including investments, retirement planning, tax optimization, financial planning, and even budgeting. They help you make ...