Archive for the Estate Planning Resources Category

What do successor trustees and executors do?

What do successor trustees and executors do?

What do successor trustees and executors do? Guest Author: Tara Cheever ~ Attorney at Law | Reposted: March 8, 2018/Originally Published: Feb 16, 2018 | Estate Planning, Executor, Personal Representative, Probate, Successor Trustee, Trustees, Trusts, Wills | Executor’s Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and […]

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The Role of a Professional Fiduciary

The Role of a Professional Fiduciary

The Role of a Professional Fiduciary Balancing Care, Compassion, and Professional Advocacy Information source: www.PFAC-Pro.org/ Providing care as a Professional Fiduciary is as much a calling as it is a career. Fiduciaries practicing in the state of California are required to be licensed by the Professional Fiduciaries […]

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Getting Your Death in Order – Helpful checklists so your family isn’t left guessing.

Getting Your Death in Order – Helpful checklists so your family isn’t left guessing.

Getting Your Death in Order – Helpful estate planning checklists so your family isn’t left guessing! Could you imagine being put into a situation where you are asked whether or not to resuscitate a loved one, but not knowing what there wishes are? The burden of making […]

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