Learn about fiduciary services for elderly by reading our fiduciary services resources & articles here. This will help you understand the need for this service.
Choosing the right trustee is one of the biggest decisions you will make. Most people select a spouse or a child to manage their assets. For others that don’t feel comfortable with a friend or family member holding this responsibility, … Read More
A professional trustee is a licensed professional that manages your trust when you become incapacitated or pass away. In the same way an executor handles your assets, a professional trustee is responsible for managing all the details of your affairs … Read More
As seniors age, many lose their ability to properly manage their finances. Children or siblings are required to step in and take on these responsibilities. If you don’t have a plan, your family could potentially fight over your estate when … Read More
Named in a private agreement or appointed by the court, a fiduciary is someone who assumes responsibility for someone else’s financial affairs when they have died or become incapacitated. Often a family member or close friend will assume the role. … Read More
Selecting an executor can be very overwhelming when you don’t have many suitable choices. An executor is an important role and a big responsibility for whomever you select. Choosing one is not a decision that you should take lightly. If … Read More