Aaron Broverman is the Managing Editor of Forbes Advisor Canada. He has almost 20 years of experience writing in the personal finance space for outlets such as Bankrate, Bankrate Canada, ...

Is it advisable for my son to transfer some of his dad’s funds to a newly established account in his name so he can at least ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Most people need time to process things when a family member dies. But if you’ve been named executor in their will, you have ...

My dad died last year. My sister has power of attorney, and is now the executor of my father’s estate. My sister’s husband has taken on the role of managing my parents’ estate, which is worth $9 ...

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 ...

The executor’s job is to step into the shoes of the deceased and ensure that assets are distributed according to the will, or, in the absence of one, in line with the laws of intestacy. It’s a role ...

Being either a successor trustee or an executor is often a big commitment that may last for years. You’ll be required to ...

Q. I am the co-executor of my mom’s estate, which is the proceeds from the sale of her home in New Jersey. Is the executor(s) required to sign a release and refunding bond? How long should I wait ...

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 ...