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Posts Tagged trustee checklist

Are your affairs in order?

Are your affairs in order?

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, […]

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Real Talk San Diego: Co-founder Bryan Fiorito talks fiduciary services!

Real Talk San Diego: Co-founder Bryan Fiorito talks fiduciary services!

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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Estate Plan – Thinking About the Unthinkable

Estate Plan – Thinking About the Unthinkable

Estate Plan – Thinking About the Unthinkable Written by: Anna Tarasyuk / Tarasyuk Law Offices (Torrance, CA)  www.tarasyuklawoffices.com When it comes to planning for the unexpected many of us tend to put it off because no one wants to think about their own mortality. But, it is […]

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