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 ...

Often, being named as an executor happens while you’re still answering condolence messages and planning a funeral. Someone ...

You can be a "good" executor, even though carrying out someone's final wishes from their estate can be challenging.

This person is the successor trustee of your trust, the executor in your will and the designated attorney-in-fact in your power of attorney. We will refer to all of these people as the successor ...

Home Retirement Estate Planning Simple Ways to Make Your Executor's Job Less of a Pain Being an executor of an estate isn't easy, so you should do what you can to help them out. It can be as easy as ...

Aaron Broverman is the Managing Editor of Forbes Advisor Canada. He has almost 20 years of experience writing in the personal finance space for outlets such as Bankrate, Bankrate Canada, ...

Far too many of us put off finalizing estate documents because we get hung-up on one or more decisions where we believe we have less than optimal choices. Over my next few posts, I will provide my ...

Finding the best executor or trustee to manage and protect assets is a critical step for clients. Many people choose a close friend or a family member for number of reasons: cost, simplicity, ...

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 ...

Executors have a fiduciary duty to act in the best interest of the estate and its beneficiaries. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...