Several weeks ago, we penned a column addressing some of the most frequently asked questions about estate planning. One of the questions we answered involved the traits you should look for when ...

Medical emergencies and the end of life aren’t things people like to think about, and they’re definitely not things many of us like to talk about with loved ones, but we’re here to tell you that those ...

Personal representatives are tasked with managing estates when people die, either according to the terms of their will or the state laws that govern certain successions. An executor is a type of ...

For an estate plan to be complete and successful, vital information must be provided to the people who will implement it.

Get Morningstar's essential reading for financial professionals in Advisor Digest. This month and next, I'll offer a detailed look at the issues and obligations that executors face when retirement ...

I was executor of both my parents’ estates. The keys are discussion, documentation and preparation long before the event (“Being an Executor Is a Job No One Wants,” Personal Journal, July 2). The ...

Being named an executor is no small task. It’s a role filled with responsibilities that can feel overwhelming, especially when you’re dealing with the loss of a loved one. Executors have a list of ...

The selection of your executor and/or trustee (also referred to as your “fiduciary” or “fiduciaries”) is among the most important decisions you will make in establishing an estate plan. Your chosen ...

Q. We have three grown children listed as co-executors of our wills for when we’ve both died. We’ve heard that it can get very confusing when probating a will when there are multiple executors. Are ...