While teaching Estate Planning and Taxation at SFA, I prepared a handout on “Duties of the Executor.” It is detailed but is not all inclusive. Several of my students told me that they shared the ...

Home Retirement Estate Planning How to Perform the Duties of Executor of an Estate If you have been named executor in a will, you have quite a bit of work ahead of you. Here is how probate works, plus ...

The executor of an estate is someone who wraps up a deceased individual’s financial affairs. If the deceased has a will, the will usually names a close relative, friend, accountant, attorney or ...

David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of financial accounting, corporate and individual tax planning and preparation, and investing and retirement planning.