Home for the holidays? It is our most sincere wish that you are planning and enjoying a wonderful holiday season with friends and family. The holidays certainly bring to mind special occasions with our loved ones. And our uniquely decorated surroundings help us appreciate our treasured heirlooms and traditions, which we want to ensure remain … [Read more...]
Common Fiduciary Violations and How to Avoid Them
As detailed in my previous blog post "What is a fiduciary?", a fiduciary is someone who is legally empowered to manage assets on behalf of another person. Fiduciaries can disburse assets to any heirs or beneficiaries, settle outstanding credit owed by the estate, administer the payment of estate taxes, and more. Due to their autonomy, the … [Read more...]
What is a fiduciary?
When thinking about estate-planning, people often come across the word “fiduciary.” A fiduciary is someone who is legally entitled to handle the assets and liabilities (also known as an “estate”) of another person. A fiduciary’s powers over another person’s estate can be established due to the estate owner’s minority status, mental incapacitation, … [Read more...]
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