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 ...

Working with the best and most qualified financial experts to create and manage one’s will, trust and estate is one of the most important decisions that people with assets must make. It is important ...

Rhonda Griswold, a Cades Schutte law firm partner, joins producer/host Coralie Chun Matayoshi to discuss your fiduciary duties as an Executor or Trustee, things you need to do, notice and accounting ...

The selection of your executor and/or trustee (also referred to as your “fiduciary” or “fiduciaries”) is among the most important decisions you will make in establishing an estate plan. Your chosen ...

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 ...

A trustee is responsible for managing and distributing the assets held in a trust. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take ...

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 ...