Estate planning can be difficult. In addition to the fact that it may bring up some uncomfortable feelings – like grappling with one’s mortality – there is also the fact that it can be a complex legal ...

Have you been asked to be a trustee or executor? A trustee or executor has substantial financial and legal liability, and the trust or estate will pay an attorney to guide them through the process. As ...

One of the most difficult estate planning decisions for many clients is the selection of the people who will manage their affairs if they become incapacitated and later distribute their estates when ...

Finding the best executor or trustee to manage and protect assets is a critical step for clients. Many people choose a close friend or a family member for number of reasons: cost, simplicity, ...

We’ve had the unique opportunity to have worked with many successful, multi-generational families since the doors first opened here at Tolleson Wealth Management. And of all the questions we field ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Being asked to serve as the executor or trustee under a ...

With wills being written and reviewed as part of inheritance tax (IHT) and succession planning, it is vital to understand the role of the executor – the person responsible for managing the estate and ...

In United States v. Elaine T. Marshall, et al., No. 12-20804 (5 th Cir. Aug. 19, 2015), the U.S. Court of Appeals for the Fifth Circuit reversed in part and affirmed in part a decision from the U.S.

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. So, Aunt Jane just asked you to be the trustee of her trust. You were ...

Elderly persons often sign new estate documents, including trusts and trust amendments. Certainly, all persons with competence and without improper influences have the right to leave their property to ...