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 ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

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 ...

Q. I need information on the duties of an executor when the time comes. Is there a publication on the basics of these duties in the order of importance, like a 1-2- 3 list of what to do? A. Here are ...

Finding out that you have been selected to be a family member’s Executor can be both an honor and a huge time commitment. Although each estate administration varies depending on the complexity and ...

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 ...