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
30 Oct, 2024
How to Appoint a Fiduciary
Fiduciaries can be appointed to serve you in a variety of ways. Three of the most common roles of a fiduciary include acting as an Agent or Attorney-in-Fact in financial or health-related matters during your lifetime, as the executor of your estate once you pass, or as a trustee. When preparing your estate plan, you … 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