Your estate plan isn’t complete without appointing someone to carry out your wishes. The important decision of your executor or trustee includes considering the time involved in assuming either role, ...

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 ...

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 ...

A trustee is the person — or sometimes the institution — responsible for managing your trust and making sure your money and ...

DALLAS — Recently, we FINALLY got to the last item on our 'Death Checklist' by tackling wills. But wills needed two parts. So this is the final part of that final item. As you are making a will, be ...

The selection of your executor and/or trustee (also referred to as your “fiduciary” or “fiduciaries”) is among the most important decisions you will make in establishing an estate plan. Your chosen ...

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 ...

For an estate plan to be complete and successful, vital information must be provided to the people who will implement it.

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 ...

All eyes are on a Petition filed in the Superior Court of The State of California by Tupac’s only sister, Sekyiwa ‘Set” Shakur. Several media reports have already confirmed this lawsuit, which ...