Very few people know how to manage and take care of an estate when someone passes. There seems to be an endless stream of paperwork to complete and it becomes even more complicated when you have to ...

What wealth advisors and fiduciaries need to know about credit reporting errors and identity theft after death.

Many shrug their shoulders about estate planning. They feel they don’t have an estate because they aren’t wealthy. They also think probate, whatever that is, sounds too complex. An estate consists of ...

Estate administration is part of the ordinary course of handling the affairs of a deceased loved one. But beware: there are traps for the unwary. Some problems can be avoided by proper planning, ...

If you have been named the executor of an estate, you have a legal responsibility to wrap up its affairs, arrange for the payment of any income and estate taxes, and distribute the assets of the ...

Forbes contributors publish independent expert analyses and insights. Global tax strategy and legacy design for families and founders. When a person dies in the US or as a US citizen, anywhere, an ...

Trustate's founders discuss how they grew a startup during the pandemic and why they believe the importance of data is often overlooked in the estate process. Two years after its launch, startup ...

Enjoy this free article from Trusts & Estates. Want to become a subscriber? Click HERE. Estate administration is as dynamic as the many places where an artist or art collector lived, worked, traveled ...

Leah Del Percio left her job as a trust and estates lawyer at DLA Piper to start her own tech-driven platform. Trustate helps families and institutional clients deal with the administrative tasks of ...