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 ...

However, you must also choose an executor, the person who will carry out your will's instructions.Choosing the wrong executor ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Amy Fontinelle is a freelance writer, researcher and editor who brings a journalistic approach to personal finance content. Since 2004, she has worked with lenders, real estate agents, consultants, ...

An executor is responsible for managing the deceased's finances, settling debts and distributing assets as outlined in the will. Tasks of an executor include notifying authorities, closing accounts ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in ...

When retirement benefits are payable to a decedent’s estate, what unique obligations and opportunities does the executor of the estate have with respect to those benefits? Last month, we looked at the ...

The U.S. Supreme Court said Monday that it would reconsider Humphrey’s Executor v. United States, a landmark 1935 ruling responsible for the creation of modern federal agencies which have operated ...