Category: Estate Planning

What is a fiduciary?/¿Qué es un fiduciario?/Para español haga clic en “Read More” y desplácese hacia abajo

Everyone needs to understand what a fiduciary is and how to select the best one for the tasks you need accomplished. It is perhaps easiest to understand what a fiduciary is by providing examples. Someone who handles money that doesn’t belong to him is typically considered a fiduciary. Someone acting under a power of attorney, [..]

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Reasons to review your will or other planning documents/ Razones para revisar su testamento u otros documentos de planificación/ Para el español, haga clic en “Read More” y desplácese hacia abajo

Experts recommend that you review your will or other estate planning documents on a regular basis. But there are certain life events that may trigger a more immediate need to examine these documents. There are many reasons to go over your plans with your attorney. Here are 10 of the more common ones:

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