Article-123976

March 30, 2023 |

The “F” Word

When you’re looking for someone to help you manage your finances, you’ll often hear the term “fiduciary” thrown around. But what exactly is a fiduciary, ...

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Article-97472

November 19, 2020 |

Can You Remove an Executor?

An executor is appointed to close out the affairs of a deceased person. The last will and testament is used to name the executor, but ...

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Article-95654

April 19, 2018 |

Who’s Keeping an Eye on Your 401(K) Plan?

Have you ever wondered who is responsible for reviewing your 401(k) plan and ensuring that it is working for you? More than 54 million people ...

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Article-4887

March 21, 2017 |

What You Need to Know About Basic Fiduciaries for Your Estate Plan

Your estate planning documents will put together numerous roles where other individuals will step in and have responsibilities on your behalf. One of these is ...

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Article-137

October 24, 2012 |

Court Finds that J.P. Morgan Mishandled Trust, Orders $18.1 Million Payout

An Oklahoma judge has recently held that J.P. Morgan & Chase Co.’s administration of the Carolyn S. Burford trust was “grossly negligent and reckless.” As ...

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