Regardless of whether you make any changes, it’s a good idea to review the plan every couple of years.
You were expecting an inheritance only to find that nothing is forthcoming. What does this mean?
February is a great time to identify potentially missing Estate assets through annual tax reporting forms.
Serving as an Executor or Administrator is a lot of work, but that work comes with a financial reward.
The Surrogate’s Court may limit an Administrator’s ability to do certain tasks such as selling real property.
An Executor wanting out may ask to resign, however a resignation is at the discretion of the Surrogate’s Court.