“I would like to keep the shares rather than liquidating them.” ...

As discussed in a previous blog, prior to an executor making distributions from an estate he/she must produce an accounting which the beneficiaries of an estate are entitled to review. Provided that ...

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 ...

Being named as executor of an estate in Virginia is a significant responsibility. You are expected to administer the estate according to the terms of the will, manage assets prudently, and act in good ...

I am over 65 and have been living alone now for six years. How can I organize my estate so there is little or no potential for my will to be contested? In brief, I would like to have my potential ...

Lawrence "Larry" Sprung is the founder and lead wealth advisor at Mitlin Financial, Inc®. Since establishing the firm in 2004, Larry has prioritized personalized financial planning for families. His ...

Following the death of a loved one, there may be fear and uncertainty about what to expect. However, needs must be attended to on behalf of the deceased. Specifically, an estate executor must be ...