You've done everything right. You've been diligently contributing to your retirement accounts for years, maybe even decades.

The Senior Needs Survey completed earlier in 2025 indicates nearly 20% of our seniors need help with legal documents such as wills, powers of attorney, or advance directives.

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

Question: My husband's grandfather lived with us the past three years. He recently passed away. To our knowledge, his only assets are a $100,000 Wells Fargo CD and a “free and clear” vacant lot in ...

With wills being written and reviewed as part of inheritance tax (IHT) and succession planning, it is vital to understand the role of the executor – the person responsible for managing the estate and ...

A grant of probate is a document which confirms the executor of a will has the authority to deal with the deceased’s assets. In the majority of cases, you will need to apply for a grant of probate. If ...

Outline why obtaining a grant of probate is taking longer than ever Explain the treatment of estate property before probate is granted Sum up how advisers can help mitigate the impact of changes to ...

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 ...

Co-executors are being held personally liable for $21,000 in costs associated with their unsuccessful appeal of a lower court decision that removed them as trustees of an estate, following a dispute ...

Understanding what taxes your deceased estate may be liable for is a critical part of the estate planning process. Failing to account for these liabilities can negatively impact liquidity in your ...