Elderly persons often sign new estate documents, including trusts and trust amendments. Certainly, all persons with competence and without improper influences have the right to leave their property to ...

Forbes contributors publish independent expert analyses and insights. Christine Fletcher writes about managing trusts and estates. If you serve as trustee for a friend or family member, you understand ...

In the world of wealth management and generational wealth transfer, legal and financial complexity should be managed by skilled professionals. However, there’s no need to sacrifice the personal touch ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. Trusts are a powerful tool for families to transfer their ...

If you’ve just inherited a windfall from a deceased relative’s trust, you’re likely wondering, “How does a beneficiary get ...

An incident of the trustee’s duty to be generally prudent, to account (or report) to beneficiaries, and to refrain from breaches of the duty of undivided loyalty, such as engaging in unauthorized self ...