Fiduciary Representation

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Fiduciary Representation protects an individual, their benefits, and/or their personal property and affairs. Some examples of fiduciaries are executors, trustees, attorneys in fact, health care agents, and court-appointed guardians.

June 18, 2019
Duties of an Executor

Duties of an Executor

Before distribution of assets, a Personal Representative (PR) has the responsibility to follow the terms of the Will (if one exists) or statues regarding intestacy to the greatest extent possible, undertake all necessary actions to manage the estate’s assets, and pay the proper debt as well as appropriate taxes.
May 15, 2019
Estate Planning Agent

What to Consider When Selecting Your Agent

The individual(s) you chose as your “Agent” in your estate planning documents has the important responsibility of protecting you. That protection is afforded to your financial affairs and health care decisions while you are alive.
April 21, 2019
Online Accounts

What to Do With Online Accounts After Death

In today’s ever-increasingly digital world, most people have online accounts for a variety of services. This can include accounts with financial institutions such as investment portfolios, savings accounts, social network profiles, and airline reward program
April 4, 2019
Debt After Death

Debt After Death

Some of the most frequently asked questions in the estate-planning field are about debt and what happens to it after you die.
February 9, 2018
Understanding Contract Provisions as a Component of an Estate Plan

Understanding Contract Provisions as a Component of an Estate Plan

Reviewing contracts that control our accounts and asking questions about those agreements has become a necessary component of estate planning.
July 9, 2013
Recognizing Senior Financial Abuse

Recognizing Senior Financial Abuse

Senior financial abuse is increasing every year. The abuse can come from family members, friends, care facilities, financial institutions and of course strangers.
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