Aaron Broverman is the Managing Editor of Forbes Advisor Canada. He has almost 20 years of experience writing in the personal finance space for outlets such as Bankrate, Bankrate Canada, ...

My father passed away in January 2022. In June 2022, my childhood home in New Jersey was sold and I was due to receive 20% of my father’s 50% stake in the home. My mother retained the other 50% as ...

I am over 65 and have been living alone now for six years. How can I organize my estate so there is little or no potential for my will to be contested? In brief, I would like to have my potential ...

As discussed in a previous blog, prior to an executor making distributions from an estate he/she must produce an accounting which the beneficiaries of an estate are entitled to review. Provided that ...

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 ...

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 ...

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 ...