Why it’s Important to Know what Fiduciary Means Author: Kathleen Elkins, CNBC When it comes to choosing a financial advisor, you’ll want to use, and to really understand, one word: fiduciary. A fiduciary has a legal duty to act in your best interest. Those not working to […]
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What Is a Professional Fiduciary? Author: Sheri Samotin, LifeBridge Solutions Elder law attorneys urge the public to get their affairs in order, but it is difficult for individuals without immediate family to decide who to appoint as their power of attorney or health care surrogate. All too often, […]
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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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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 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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One thing our fiduciaries and staff do quite commonly is order death certificates. For those unfamiliar with post-mortem requirements re: properly closing out an estate, death certificates are an extremely common request from financial institutions, life insurers, debt collectors, etc. Most companies will not even speak with […]
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Fiduciary License: Frequently Asked Questions & Answers Article Courtesy of PFAC Website PROFESSIONAL FIDUCIARIES BUREAU GENERAL INFORMATION Q. Who is the Professional Fiduciaries Bureau? A. The Professional Fiduciaries Bureau is a state agency created by the Legislature in 2006 to license and regulate private fiduciaries, including specified […]
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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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Are your Affairs in Order? Pictures from the Live show @ SmarterSD w/ Real Talk San Diego hosts Ryan White and Karen Kaseno and guests Bryan Fiorito (Co-founder of EEA) Sandi Menderson (President of Bella Reflections): WATCH THE SHOW HERE: http://<iframe src=”https://www.facebook.com/plugins/video.php?href=https%3A%2F%2Fwww.facebook.com%2Frealtalksandiego%2Fvideos%2F763602007141867%2F&show_text=0&width=560″ width=”560″ height=”315″ style=”border:none;overflow:hidden” […]
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