A Texas wealth advisor always had a “preparing wealth for heirs” focus in his practice, but since he has added “preparing heirs for wealth” to
Educated beneficiaries are a boon to trustees. But the learning needs to begin early, and trusted advisors can play an important role. Litigating for a
The human factor is becoming increasingly important when selecting a trustee . . . someone who has a sense of the intent of the benefactor
At one time or another, many of your clients are faced with a request from a colleague, friend or family member: “I’d like you to
“OVER 30 YEARS AGO, my mother asked me to be the executor of her estate. Her request deeply honored me and I offered a knee
The holiday season is a great time for trusted advisors to introduce clients to the benefits of having a family meeting around the topic of
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