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 […]
Read more →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 […]
Read more →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, […]
Read more →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 […]
Read more →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 […]
Read more →What you can do now, to remove the burden placed on your loved ones… Get your affairs in order! Print this check list out and keep all of the documents in safe place next to your estate plan. Whoever you have named to serve as your fiduciary (trustee, […]
Read more →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” […]
Read more →6 Warning Signs That You’re Choosing The Wrong Executor If you’re like most of us, when choosing the person to settle your estate after you die, you’ll pick a close family member without much thought. They usually know us best, so naming a spouse, significant other, or […]
Read more →10 Important Questions To Consider When Choosing Your Executor, Trustee, or Power of Attorney (Finance) Everplans.com and CEO and co-founder of Executor.org, Patrick O’Brien, offers insight on picking the right person to settle your estate. The person you name in your Will as executor is responsible for […]
Read more →Although contemplating one’s mortality is never a pleasant thought, proactively planning your estate is a compassionate and responsible gesture that can alleviate stress for your grieving loved ones in the future. Opting to enlist the services of a licensed fiduciary to play a crucial role in administering […]
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