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
14 Nov, 2023
Health Care Declaration and POA
The Health Care Declaration and Powers of Attorney, often called a Health Care Power of Attorney, is another key document that is part of one’s estate planning “suite” of documents, along with a Financial Power of Attorney and a Will. The need for a Health Care Power of Attorney has increased in recent years. Doctors … Read More