Serving as the executor of a will can be a time-consuming endeavor that takes up a lot of mental bandwidth. It can be hard to keep straight the various forms, procedures and duties. To make the ...

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 ...

In my practice as investment counsel to high-net-worth families, one of my roles is to help clients plan for family and charitable legacies. That involves integrating financial and estate planning, a ...

The executor managing your client’s estate may face a daunting task if the location of financial assets and important papers isn’t thoroughly documented before your client’s death. Similar information ...

You are able to gift 5 more articles this month. Anyone can access the link you share with no account required. Learn more. Settling an estate, even a simple one, involves plenty of loose ends and ...

To ensure you're making the right choice for executors and equipping them with the necessary tools to do the job well, follow this checklist: • Think about the range of abilities required to ...