Complex matters. Online wills fail miserably when they are used for any situation out of the ordinary, such as blended ...

On Friday, August 5, 2011, the Internal Revenue Service finally announced an important due date for executors of 2010 decedents’ estates who elect to opt out of the estate tax. An executor electing to ...

On September 13, 2011, the IRS released Notice 2011-76, which gives executors of estates of 2010 decedents more time to make an informed decision about whether to stay in the default estate tax regime ...

Navigate the intricacies of probate time limits. Explore factors affecting probate duration, deadlines, and tips to speed up the probate process.

As executor, you’ll be required to manage the trust assets, pay final bills and creditors and communicate with beneficiaries.

Get Morningstar's essential reading for financial professionals in Advisor Digest. This month and next, I'll offer a detailed look at the issues and obligations that executors face when retirement ...

Q. What is the purpose of filing nonintervention and waiver of bond on behalf of an executor? And whose duty is it to construct the inventory of the estate and is it included in court filings to avoid ...

Q. My sister and I are both equal beneficiaries of my mother’s estate in New Jersey. We also both hired attorneys and the executor, a family friend, is moving slowly. It’s been more than a year and ...