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 [...]
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 [...]
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 [...]
