Forbes contributors publish independent expert analyses and insights. Global tax strategy and legacy design for families and founders. When a person dies in the US or as a US citizen, anywhere, an ...
An executor is an individual appointed to manage the estate of a deceased person, generally specified in their will. The executor has a significant role, ensuring that the deceased's assets are ...
The executor’s job is to step into the shoes of the deceased and ensure that assets are distributed according to the will, or, in the absence of one, in line with the laws of intestacy. It’s a role ...
Whenever a client comes to us after the death of a loved one, particularly in the case of a surviving spouse, he's typically quite overwhelmed. Generally, we find that our clients fall into two ...
In uncertain economic times, many individuals are concerned about the value of their investments, and for good reason. When the stock market dips or real estate prices fall, the effect isn’t just felt ...
Most executors know that there need not be estate tax for decedents dying in 2010. Therefore, many executors believe that the estate administration process is easy, as in, “No estate tax, no action.” ...