Executor

How to handle a request to encroach on capital How to handle a request to encroach on capital

Advisor's Edge

How to handle a request to encroach on capital

Tips for dealing with estate assets in trusts

By James Dolan |November 29, 2019

4 min read

Are co-executors a good idea? Are co-executors a good idea?

Advisor's Edge

Are co-executors a good idea?

The pros and cons of two (or more) people managing an estate

By James Dolan |October 25, 2019

3 min read

How to deal with income and capital beneficiaries How to deal with income and capital beneficiaries

Advisor's Edge

How to deal with income and capital beneficiaries

Executors may have to balance conflicting interests

By James Dolan |September 20, 2019

3 min read

Managing estate holdbacks Fallback Image Decorative pattern

Advisor's Edge

Managing estate holdbacks

Helping executors decide how much to keep aside for complicated estates

By James Dolan |March 25, 2019

4 min read