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 ...

Home Retirement Estate Planning How to Perform the Duties of Executor of an Estate If you have been named executor in a will, you have quite a bit of work ahead of you. Here is how probate works, plus ...

The executor of an estate is someone who wraps up a deceased individual’s financial affairs. If the deceased has a will, the will usually names a close relative, friend, accountant, attorney or ...

Tax Guy What does an estate executor do? Here’s a checklist of the most important financial duties There are plenty of tax questions when a loved one passes away, but what other financial issues could ...

Being named an executor is no small task. It’s a role filled with responsibilities that can feel overwhelming, especially when you’re dealing with the loss of a loved one. Executors have a list of ...

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 ...