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 ...

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 ...

Financial advisor Mark Faiz Sakkejha received a painful reminder in 2012 that a financial advisor cannot act as executor of a client’s estate. Faiz Sakkejha was fined $7,500 by the Mutual Fund Dealers ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. Serving as the executor of an estate is not just an ...