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, ...

Being asked to serve as the executor or trustee under a will or trust for a family member or friend can be a tremendous honor. It is a big responsibility that involves a wide range of administrative ...

Losing a spouse is one of life's most profound challenges. Between the heartbreak and the healing journey ahead, you're also ...

A complete estate plan that incorporates the right people in each role can provide you and your beneficiaries with peace of mind.

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 ...

Rhonda Griswold, a Cades Schutte law firm partner, joins producer/host Coralie Chun Matayoshi to discuss your fiduciary duties as an Executor or Trustee, things you need to do, notice and accounting ...

A. Executors and trustees are fiduciaries. A fiduciary is defined in Black’s Law Dictionary as “a person having duties involving good faith, trust, special confidence, and candor towards another.” ...

Imagine this scenario: Christine is in her 70s and needs to revise her will. The last time she looked at the document, her husband was still alive and their three children were toddlers. A lot has ...

Estate planning requires a client to make numerous decisions, and some of those decisions are given a lot of attention — such as, “Who should inherit my property?” or “Should I have a trust to avoid ...

To continue our discussion of executors from last week, let’s talk about how executors are paid for what they do. The executor continues until the job is done and the estate is officially closed by ...