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 ...

Being the executor of an estate is not a task to take lightly. An executor is the person responsible for managing the administration of a deceased individual's estate. Although the time and effort ...

Creating a will is the first step toward responsible estate planning. However, you must also choose an executor, the person who will carry out your will's instructions. Choosing the wrong executor ...

Lawrence "Larry" Sprung is the founder and lead wealth advisor at Mitlin Financial, Inc®. Since establishing the firm in 2004, Larry has prioritized personalized financial planning for families. His ...

An executor of a will is a person or organisation appointed to carry out the wishes of someone who has passed away, as laid out in their will. This role involves managing the deceased person’s estate, ...

Q. My aunt is a widow, has no children and is in an assisted living center with dementia. A few years ago, she signed a will naming me as executor. I never received a copy of the will. One of my ...

It’s hard to find good help, especially when you’re dead. Choosing an estate’s executor, the person who carries out the terms of a will, is a fraught decision, and whether you tap a friend, family ...

Recent federal legislation adds fresh compliance burdens to an old concept in federal tax law: the step-up in tax basis of appreciated property at death. New reporting requirements will apply 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.

Of my parents four offspring, I wasn’t surprised being asked to be their Executor and receiving their Power-of-Attorney, or POA. I joked they are finally getting their ROI for paying for my BS in ...