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Tag Archives: executor

Right Wrong

Beneficiaries: How to Deal With a Rogue Executor or Trustee

By Jeffrey R. Gottlieb |

Last April I blogged about The 3 Habits of Highly Effective Trustees and Executors. As a reminder, they are: (1) Read (re-read) the trust and/or will (and follow the terms); (2) Communicate with beneficiaries — early, often and well; and (3) Document and keep records. But what if you’re the beneficiary of an estate… Read More »

Trust

The 3 Habits of Highly Effective Trustees and Executors

By Jeffrey R. Gottlieb |

Estate disputes can be triggered by the lack of effective estate planning. I recently wrote about 10 estate planning steps to help avoid family inheritance disputes. Conflict can also be caused by problems that arise during administration of a trust or estate. Trustees and executors face a laundry list of administrative tasks to address… Read More »

Will

You’re Named Executor. Now What? First Steps…

By Jeffrey R. Gottlieb |

You have recently attended or arranged for the funeral of a relative or close friend who has passed away in Illinois.  You find out that you have been named in the Will as executor of the estate.  Now what?  Where do you start?  Many individuals have no prior experience or knowledge about serving as… Read More »