June 26, 2019 |
What is a Fiduciary’s Job?
In your estate, a fiduciary has important legal responsibilities that must be addressed with the utmost level of care. Finding the right fiduciary is extremely ...
Learn MoreWhat is a Fiduciary’s Job?
In your estate, a fiduciary has important legal responsibilities that must be addressed with the utmost level of care. Finding the right fiduciary is extremely important for protecting your interests and wishes.
A fiduciary has to provide the highest level and standard of care, not just because this is required by the law, but because the person establishing a fiduciary in a position of trust needs loyalty and honesty.
Fiduciaries might play multiple roles in a person’s life and estate. Common examples of people who serve as fiduciaries are bankers, attorneys, accountants, financial advisers, real estate agents, and business advisers. They must act in the best interests of the beneficiaries of a trust or estate.
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Blog
June 25, 2019 |
Is Your Family Business Set Up to Succeed Beyond You?
A family business is something that goes far beyond a profit-generating venture. For you and your loved ones, it’s a source of pride and family ...
Learn MoreJune 24, 2019 |
How Much Does Experience and Knowledge Matter for Estate Planning Lawyers?
Not all lawyers are created equal, and finding someone to help you with your needs or individual case requires doing a little digging into the ...
Learn MoreJune 20, 2019 |
How Do I Grant Access to Online Accounts in My Estate Documents?
Any company with whom you have an online account probably has their own rules about how you can or can’t close or transfer on your ...
Learn MoreJune 18, 2019 |
What Does Your Trust Actually Own?
When deciding what to pass on to your loved ones and heirs, proper titling is key to your wishes being followed in the manner you ...
Learn MoreJune 17, 2019 |
Do Americans Have Enough for Retirement?
Planning for your own future is one component of setting up your retirement plans. But have you also thought about how the assets you own ...
Learn MoreJune 13, 2019 |
Responsibility of Living in the Greatest Country in the World
Over the last few weeks, I had the privilege of telling people that I was scheduled for Jury duty. Last Monday, I had to report ...
Learn MoreJune 12, 2019 |
How Much Will My LTC Cost?
If you’re already thinking about your healthcare expenses, you’re one step ahead of most people. But how do you know what’s enough to save, when ...
Learn MoreJune 11, 2019 |
How to Manage Your Money Like You Have Plenty of It
There are many different secrets for millionaires, but one of the biggest is that they manage their money and their mindset about money differently from ...
Learn MoreJune 10, 2019 |
The Power of Special Needs Planning & America’s Got Talent
This video has been making its rounds on Facebook and other forms of social media and, in my opinion, it is impossible to watch this ...
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<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
