Choosing an executor or trustee isn’t simple. Learn how to pick the right person for each role and avoid costly estate planning mistakes.

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 ...

Tax Guy What does an estate executor do? Here’s a checklist of the most important financial duties There are plenty of tax questions when a loved one passes away, but what other financial issues could ...

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 ...