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
04 Aug, 2023
Last Will and Testament
While this may be the last thing that you want to think about, your Last Will and Testament often is the cornerstone of your estate plan. Through it, you can exercise your will with regard to your possessions, and, most importantly, who will become guardians of your minor children if both you and your spouse … Read More