In In re In the Est. of Booth, Bill and Doris were married in 1991 and had separate and joint accounts, No. 02-24-00056-CV, 2025 Tex. App. LEXIS 2666 (Tex. App.—Fort Worth April 17, 2025, no pet.). In ...

Blockbuster movies follow varied plotlines—some tragic, some heartwarming, some a mix. Often they are based on human dramas. In the real world, fiduciary relationships can set the proverbial stage for ...

A will signed and witnessed by two individuals is generally presumed to have been duly executed. The burden of proving due ...

Fiduciary duty obligates a professional to act in the client’s best interests. This can apply to financial advisors, attorneys, real estate agents and other professionals. Fiduciary duty is legally ...

The deal for the $34 billion wealth firm comes as PE-backed transactions set a new annual record, while the SEC puts a ...

Complex business and personal matters are increasingly grounded on trust that is placed in someone else, which can give rise to fiduciary relationships. Cases involving fiduciary duties and ...

Our lives are filled with changing sets of relationships (familial, friendship, communal, romantic, and business) that constantly evolve and mature over time. Many of these relationships carry the ...

A majority of investors do not understand the difference between suitability versus fiduciary standards, according to the J.D. Power and Associates 2011 U.S. Full Service Investor Satisfaction Study.

Department of Labor officials potentially previewed its legal strategy during a pointed exchange Wednesday morning over the details of its controversial fiduciary rule proposal. The contentious, drawn ...

Insurance industry advocates and Department of Labor officials wrestled Wednesday over how annuity sales can be conducted in a customer’s best interests without the insurance agent being held to a ...