So, you have your estate plan in place. If you did it more than a few years ago, have you reviewed it? Does it still make sense for your needs? Are your accounts and beneficiary designations correct? Take some time to double-check and actually schedule a time to talk with your estate planning attorney to… Read More »
Monthly Archives: February 2015
SELECTING FIDUCIARIES
The term “Fiduciary” defines anyone who acts on behalf of another. The simplest fiduciary is an “agent,” often appointed under a Power of Attorney. But other agents are appointed by court (guardians, conservators, administrators, and personal representatives) or by written agreement (health care proxies and trustees). Since one purpose of estate and long-term care planning… Read More »