Benefits of Advanced Estate Planning Author: Julie Garber, the balance Advanced estate planning—something more than a simple will or basic living trust—can be critical for people with valuable, taxable estates. It goes above and beyond a basic foundation and provides options for minimizing or even eliminating estate taxes. […]
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The Role of Fiduciary in Your Estate Author: Julie Garber, the balance A fiduciary is an entity with the power and legal obligation to act on behalf of another in situations that require trust, honesty, and loyalty. They must take the utmost care to act in the best […]
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Google’s Most Commonly Searched Questions about Fiduciaries (EEA & “Google” Answer The Questions) #1) Is a trustee the same as a fiduciary? Trustee: The trustee is the person or entity (e.g., a bank or other corporation) who holds legal title to the trust property. Fiduciary: A person or institution who manages money or […]
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Ensuring Your Estate Plan Reflects Your Wishes: Why Appointing a Licensed Fiduciary Matters If you’ve crafted an estate plan and designated a fiduciary to act on your behalf, it’s crucial to initiate a detailed conversation with them while you can still communicate your wishes effectively. Understanding the […]
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7 Common Estate Planning Disasters (and How to Avoid Them) Shared from Market Watch “Opinion” Guest Author – MICHAEL FEINFELD An approximately $30 trillion transfer of wealth is currently under way in the U.S. as aging baby boomers pass their assets to successive generations. This transfer, together with the recent […]
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What to Do When Someone Dies – Helpful Checklist After a loved one has died, there’s so much that needs to be done. Having a checklist of things to do can help you get through it all. If you are fortunate enough to have a professional fiduciary […]
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Are you Considering a Professional Trustee? 3 Common Misconceptions to Understand Before Selecting a Trustee One of the most important decisions in the estate-planning process is determining who will oversee your estate and the trusts you create during your lifetime and after your death. Will you rely […]
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How To Settle An Estate: Pay Final Bills, Dues, Taxes And Expenses This article on settling an estate is provided by Everplans — The web’s leading resource for planning and organizing your life. Their service allows for you to create, store and share important documents that your loved ones […]
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How To Distribute Personal Property After A Death Often times, personal items of sentimental or real value are not included in a Will. These items should be properly distributed to surviving family members. Here is an excellent article provided by Everplans to guide you through this process! […]
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