Who Should Be Your Successor Trustee? Author: Vickie Schumacher, EstatePlanning.com If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs. But eventually someone will need to step in for you when you are no […]
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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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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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How To Distribute Assets To Beneficiaries Another great article from the folks at Everplans! Their blog is an excellent source of estate planning information. We regularly share articles that we feel will be helpful for our customers and network of professionals. In order to properly distribute assets […]
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What do successor trustees and executors do? Guest Author: Tara Cheever ~ Attorney at Law | Reposted: March 8, 2018/Originally Published: Feb 16, 2018 | Estate Planning, Executor, Personal Representative, Probate, Successor Trustee, Trustees, Trusts, Wills | Executor’s Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and […]
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The Role of a Professional Fiduciary Balancing Care, Compassion, and Professional Advocacy Information source: www.PFAC-Pro.org/ Embodying the essence of care, compassion, and professional advocacy, a Professional Fiduciary is more than just a guardian of assets; it’s a dedicated calling. In the state of California, where fiduciaries operate, […]
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Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee BENEFIT #1: REMOVE THE BURDEN. Remove the burden from a family member who will most likely be mourning your decline/death. Lower the stress levels during an already difficult time, by putting these often difficult and tedious […]
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