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 ...

Have you been asked to be a trustee or executor? A trustee or executor has substantial financial and legal liability, and the trust or estate will pay an attorney to guide them through the process. As ...

Executors of wills and trustees of trusts settle the estate upon death. Wills are documents that go through a court proceeding upon death if someone dies with assets in their name alone. Trusts are ...

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 ...

Just because someone is trustworthy doesn't mean they're the right choice. Consider whether your intended executor or trustee ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Being asked to serve as the executor or trustee under a ...

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.

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 ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you’re gone ...