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Executors may have to balance conflicting interests

  • By: James Dolan
  • September 20, 2019 September 20, 2019
  • 15:00
ALFRED GESCHEIDT / GETTY IMAGES; ICONS: ISTOCKPHOTO

Helping executors decide how much to keep aside for complicated estates

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Examining an alternative to trusts

Tips to inspire action so clients ace the task we love to avoid

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A tax tale of two benefits at death

Common disputes and how executors can avoid them

Depending on family dynamics, it's a structure that may make sense.

Beneficiaries could be hit with unexpected income inclusions

Recent case shows the consequences of not seeking advice

A reader asks, and we answer.