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 ...

In my practice as investment counsel to high-net-worth families, one of my roles is to help clients plan for family and charitable legacies. That involves integrating financial and estate planning, a ...

DALLAS — Recently, we FINALLY got to the last item on our 'Death Checklist' by tackling wills. But wills needed two parts. So this is the final part of that final item. As you are making a will, be ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. Serving as the executor of an estate is not just an ...