Here’s a tale of caution about being an executor, the person you appoint in a will to oversee your estate after your death. The cast includes a 73-year-old high-school-educated homemaker named ...

The old saying that “you can’t pick your family” may be true. But you can pick the executor of your estate and it doesn’t have to be a member of your family. Sometimes, in fact, it’s better when the ...

When a loved one who was financially comfortable passes away, there will be tax issues. You may be the heir responsible for dealing with them, and major bucks could be in play. This column addresses ...

If you have a client who is the executor of an estate, how can you help them in their role? Before discussing how you can help an executor, it’s essential to understand that the role of an executor ...

Far too many of us put off finalizing estate documents because we get hung-up on one or more decisions where we believe we have less than optimal choices. Over my next few posts, I will provide my ...

Lawrence "Larry" Sprung is the founder and lead wealth advisor at Mitlin Financial, Inc®. Since establishing the firm in 2004, Larry has prioritized personalized financial planning for families. His ...

A domestic worker wins R1.8 million death benefit after a pension fund dispute, as the Pension Funds Adjudicator rules in her ...

One of the key decision the wealthy make when planning their estates is deciding on who will be their executors. The executor is the CEO of a person’s estate. He or she is responsible to follow make ...

A former housekeeper, who dedicated over three decades to her employer, triumphs in a legal battle for a R1.8 million death ...

Australia/Melbourne The case for overturning the executor priority rule in disputes over dead bodies. The Warren Centre for ...