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 ...

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 ...

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 ...

A trustworthy executor is someone who is reliable, honest, and responsible. They should have a reputation for integrity and be able to manage finances competently. The executor should be able to carry ...