Next Avenue recently asked readers to tell us the estate planning questions they’d like us to answer. We’re now back with the experts’ views on the top question on your mind, plus — as a bonus — their ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in ...

When retirement benefits are payable to a decedent’s estate, what unique obligations and opportunities does the executor of the estate have with respect to those benefits? Last month, we looked at the ...

On September 13, 2011, the IRS released Notice 2011-76, which gives executors of estates of 2010 decedents more time to make an informed decision about whether to stay in the default estate tax regime ...

Q. What is the purpose of filing nonintervention and waiver of bond on behalf of an executor? And whose duty is it to construct the inventory of the estate and is it included in court filings to avoid ...

Get Morningstar's essential reading for financial professionals in Advisor Digest. This month and next, I'll offer a detailed look at the issues and obligations that executors face when retirement ...