Executors may have to balance conflicting interests
Helping executors decide how much to keep aside for complicated estates
Examining an alternative to trusts
Tips to inspire action so clients ace the task we love to avoid
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.