Often, being named as an executor happens while you’re still answering condolence messages and planning a funeral. Someone ...

You can be a "good" executor, even though carrying out someone's final wishes from their estate can be challenging.

We’re in our mid-70s and do not have children. Our estate will be large and very liquid, and we want to avoid arguments with ...

Most people need time to process things when a family member dies. But if you’ve been named executor in their will, you have to start processing immediately. After all, you’re now legally responsible ...

Most people need time to process things when a family member dies. But if you’ve been named executor in their will, you have to start processing immediately. After all, you’re now legally responsible ...

My 27-year-old son has a dilemma. He’s the executor of his dad’s estate. (There’s no trust in place, but there is a will.) At this point, the estate has less than $100,000, if that matters. Is it ...

'My brother retains the money awarded to my father to this day. My mom is still alive.' "In New York state, shouldn't the money be transferred over to my mom, since she was the sole heir in his will?" ...

In her book The Second Estate, Ray Madoff explains how the U.S. tax system lets the ultra-rich grow their wealth tax-free while working Americans bear the burden. Officially, at least, the United ...

My father passed away in January 2022. In June 2022, my childhood home in New Jersey was sold and I was due to receive 20% of my father’s 50% stake in the home. My mother retained the other 50% as ...

Major Questions is a recurring series by Adam White, which analyzes the court’s approach to administrative law, agencies, and the lower courts. Please note that the views of outside contributors do ...

The U.S. Supreme Court said Monday that it would reconsider Humphrey’s Executor v. United States, a landmark 1935 ruling responsible for the creation of modern federal agencies which have operated ...

The AICPA recommended in a letter that the IRS improve several tax forms used by estates and trusts, in keeping with an executive order mandating that federal tax payments and refunds be processed ...