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.

February 9, 2018
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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
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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.