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 ...

The executor of an estate is someone who wraps up a deceased individual’s financial affairs. If the deceased has a will, the will usually names a close relative, friend, accountant, attorney or ...

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 ...

Being named as an executor of an estate for someone is both an honor and an overwhelming responsibility. The person who passed away trusted you enough to handle their final affairs, but that trust ...

Benjamin Franklin once said that nothing is certain except for death and taxes. For many people, the awareness of the first certainty spurs them to make an estate plan, which necessitates several ...

David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of financial accounting, corporate and individual tax planning and preparation, and investing and retirement planning.

On Jan. 29, 2015, the Internal Revenue Service released the much-anticipated final version of Form 8971, “Information Regarding Beneficiaries Acquiring Property From a Decedent,” and its instructions, ...