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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "executor or personal representative"
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 Who is Responsible for Maintaining Bank Records of Decedent?
0
By Harry Margolis
In Probate
Posted December 5, 2022

Who is Responsible for Maintaining Bank Records of Decedent?

Question: Who is responsible for keeping the bank records of the deceased, the executrix or professional fiduciary? Response: The executrix (also known as the “personal [...]

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 Should Appreciated Assets in Estate be Liquidated Before Distribution?
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By Harry Margolis
In Probate
Posted November 29, 2021

Should Appreciated Assets in Estate be Liquidated Before Distribution?

Question: My mom passed in November 2018. I am the executor of her estate. She left an estate brokerage account that contains 2 mutual funds. The value of the funds has increased in the last 3 [...]

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 Do You Need to Amend Your Will to Change Executors?
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By Harry Margolis
In Wills
Posted December 13, 2020

Do You Need to Amend Your Will to Change Executors?

Question: I am attempting to help a friend add an addendum to his will for the purpose of naming a person to dispose of his personal household contents. He has a trustee named for his trust but [...]

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  • Probate (38)
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  • Revocable Trusts (102)
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Putting off planning your estate?

This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book

Read Sample Chapters

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