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Next Avenue recently asked readers to tell us the estate planning questions they’d like us to answer. We’re now back with the experts’ views on the top question on your mind, plus — as a bonus — their ...
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 ...
"Everyone knows you should write a will," says Dan Stickel, CEO of EstateExec. "And everyone knows that in the will you nominate someone to serve as your executor, someone you trust to faithfully ...
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 ...
Get Morningstar's essential reading for financial professionals in Advisor Digest. This month and next, I'll offer a detailed look at the issues and obligations that executors face when retirement ...
On September 13, 2011, the IRS released Notice 2011-76, which gives executors of estates of 2010 decedents more time to make an informed decision about whether to stay in the default estate tax regime ...
Q. Our mom passed away, leaving her house to A. She left all her other assets to B, C and D. The house is appraised at $400,000. The total value of the other assets is also $400,000. All the ...
Executors are expected to make prudent decisions about how to liquidate an estate, but what if it’s not as valuable as they think? By Ronda Kaysen Q: I’m the executor of my mother’s estate. The sale ...
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