Settling the estate of friends or loved ones can be one of the most taxing responsibilities anyone can face, especially for those called upon to act as an executor You can save this article by ...

Selecting an executor for your estate is one of the most crucial decisions in the estate planning process. The executor will be responsible for managing your assets, ensuring that your wishes are ...

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 ...

The 2020 U.S. presidential election is around the corner. With its outcome shrouded by uncertainty, and such rich disparity between the tax plans proposed by various candidates, now is a critical time ...

While you may intend it as a gesture of trust or love, naming a friend or relative as executor of your estate has serious implications. The duties of an executor are formidable — onerous, actually — ...

While in the State of Ohio, the legal requirements for an executor are limited to an individual being at least 18 years old, and that they are competent, a variety of characteristics are advisable ...

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OTTAWA — When Leanne Kaufman asks people who have acted as an executor for a loved one if they’d do it again, the answer is almost always no. “People don’t know what they don’t know when it comes to ...

It’s a lot to ask for; which is why naming the right executor is one of the most important (and challenging) elements of your estate plan. Select the right person, and your assets will be passed on ...

OTTAWA — When Leanne Kaufman asks people who have acted as an executor for a loved one if they'd do it again, the answer is almost always no. "People don't know what they don't know when it comes to ...