Our dad is 93 and has a reverse mortgage on his house, where he lived until recently with my brother and my brother’s friend.

When it comes to handling your loved one’s estate, the executor has a series of important duties and responsibilities. If you suspect an executor is mishandling their responsibilities or mismanaging ...

Just because someone is trustworthy doesn't mean they're the right choice. Consider whether your intended executor or trustee ...

The facts of Estate Spenlinhauer v Commissioner (U.S. Tax Court, Dec. 30, 2025) read like an instruction manual on how to ...

Forbes contributors publish independent expert analyses and insights. I am a lawyer specializing in elder law and special needs. If you have been named the executor of a deceased person's estate, you ...

Selecting an executor for your estate is one of the most crucial decisions in the estate planning process. The executor will be responsible for managing your assets, ensuring that your wishes are ...

How to avoid the strong potential for family strife.

Far too many of us put off finalizing estate documents because we get hung-up on one or more decisions where we believe we have less than optimal choices. Over my next few posts, I will provide my ...

Most people are completely unaware of the heavy personal legal and financial responsibility they accept when they agree to ...