19 Nov, 2024
PA Intestacy
Despite growing awareness of the importance of estate planning, a significant number of Americans still haven’t taken this critical step. According to a 2024 Caring.com survey, only 32% of Americans have a will or other estate planning document in place—continuing a trend seen in earlier studies (Caring.com, 2024). When someone dies without a will, they … Read More
10 Nov, 2024
Fiduciary Relay Race: From Agent to Executor
When discussing the role of fiduciaries in your legal documents, it is important for you and those you appoint to understand how responsibilities begin and end within each of the documents you create. Similar to a relay race, the baton (your physical estate and intangible legacy) is passed between fiduciaries who are appointed for various … Read More
08 Oct, 2024
What is a Fiduciary?
A person designated to “step into your shoes” and act when you can’t is known as a fiduciary. Essentially, a fiduciary is a person (or organization) acting on behalf of another person, putting his/her own interests behind that of the person being served, and being bound by the duties of good faith and trust. When … Read More