Q. Our mom passed away, leaving her house to A. She left all her other assets to B, C and D. The house is appraised at $400,000. The total value of the other assets is also $400,000. All the ...

Losing a loved one is never easy — and if you’ve been named executor of their will, you’re also stepping into a big responsibility. An executor is the person legally appointed to settle the deceased’s ...

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 ...

When retirement benefits are payable to a decedent’s estate, what unique obligations and opportunities does the executor of the estate have with respect to those benefits? Last month, we looked at the ...