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Monday, June 30, 2014

Seven tips for executors

Those of you who have begun acting as the executor under a will have already discovered that being an executor isn't easy. Some of you who are named as executor to act in the future for someone will find this out in time. It can be really tough to balance new information, family disagreements, unfamiliar paperwork, tax rules, beneficiary expectations, and your own emotional reaction to having just lost a loved one.

This new article from offers seven tips to help make the job of executor run more smoothly. For this article, the author interviewed me, as well as Mark Goodfield, a Canadian accountant who blogs at

To read the article, click here. You'll find some common sense advice from people who have been there.

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