While teaching Estate Planning and Taxation at SFA, I prepared a handout on “Duties of the Executor.” It is detailed but is not all inclusive. Several of my students told me that they shared the ...

Administering to a deceased person’s estate requires a lot of thankless work. Most people only act as an executor once or twice in their life — you might only probate your surviving parent’s will and ...

Appointing the right executor is one of the most important decisions when preparing a Will. Executors play a central role in the administration of an estate including applying for probate safeguarding ...

Executors and administrators of estates in Virginia must swear an oath before the probate clerk that they will “faithfully perform the duties of [their] office to the best of [their] judgment.” These ...

Financial ForumCheryl Lovelace When you write a will, you name an executor (or a personal representative) to carry out the distribution and management of your estate after your death. Legally, anyone ...

Dear Mr. Premack: Many years ago I agreed to act as Executor for the estate of a close relative. Now, she is very ill and may be near death. I find myself having second thoughts about being Executor.

Being either a successor trustee or an executor is often a big commitment that may last for years. You’ll be required to ...

You know the deceased loved one had a will and that you were named as the executor. The executor is responsible for the settlement of the estate. Connecticut statutes require an estate be settled ...

Being either a successor trustee or an executor is often a big commitment that may last for years. You’ll be required to ...

David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of financial accounting, corporate and individual tax planning and preparation, and investing and retirement planning.

Q: My oldest aunt has told me that I have been named executor of her estate. Among the questions I have is, when a Social Security beneficiary dies, does the funeral home notify Social Security, or is ...