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 ...
SILICON VALLEY, Calif., Sept. 3, 2025 /PRNewswire/ -- EstateExec™, the leading online software for estate executors and their lawyers, now supports people who have recently written a will and want to ...
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 ...
In June 2022, my childhood home in New Jersey was sold and I was due to receive 20% of my father’s 50% stake in the home. My ...
A friend asks you to serve as executor of their will. It’s an honor. But it’s also a heavy lift. In the moment, you might reply, “Of course I will,” without realizing it involves many hours of tedious ...
If you’re unable or uncomfortable with being in charge of a will, the good news is that you’re not legally required to do it ...
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