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Posts Tagged estate plan

The Role of a Fiduciary in Your Estate

The Role of a Fiduciary in Your Estate

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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Googles Most Commonly Searched Questions about Fiduciaries

Googles Most Commonly Searched Questions about Fiduciaries

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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7 Common Estate Planning Disasters (and How to Avoid Them)

7 Common Estate Planning Disasters (and How to Avoid Them)

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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Are you Considering a Professional Trustee? 

Are you Considering a Professional Trustee? 

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 Personal Property After A Death

How To Distribute Personal Property After A Death

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

How To Distribute Assets To Beneficiaries

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 trustees and executors do?

What do trustees and executors do?

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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Fiduciary License: Frequently Asked Questions & Answers

Fiduciary License: Frequently Asked Questions & Answers

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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Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee

Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee

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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Living Trust 101: How Living Trusts Avoid Probate

Living Trust 101: How Living Trusts Avoid Probate

Living Trust 101: How Living Trusts Avoid Probate Article shared from Nolo.com Most people want to leave as much of their money to their children, or other heirs, as possible — and want to avoid a big chunk of that money going to probate lawyers. That’s where […]

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