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 ...

Executors and trustees are people or institutions appointed to manage your estate upon death and to transfer assets to the beneficiaries. An executor is appointed in a will and manages the estate in a ...

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

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 ...

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 ...

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.

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 ...