These tips will reduce the complications that come with the job Reviewed by Marguerita Cheng Fact checked by Yarilet Perez Being named executor of an estate can be daunting for those who are ...

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 ...