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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

09 Jan, 2024

My POA Lives Out of State

As discussed in prior blogposts, Power of Attorney documents are some of the most important documents you need to have in your estate planning arsenal. The Power of Attorney can provide peace of mind to you, the Principal, in knowing that your finances—and most importantly, yourself—will be taken care of regardless of what life throws Read More

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