Have you ever wished for the benefit of hindsight when preparing to file taxes? For fiduciaries, taxes can be especially tricky, because there may be
Even in the wake of a global pandemic Americans are not convinced estate planning is necessary. According to a report from Caring.com, only 33% of
It has been a tough year for the bond and stock market with both the aggregate bond market and S&P 500 down. Although no one
Fiduciaries handle an immense amount of duties and responsibilities related to the trusts they oversee. Arguably one of the most important responsibilities is complying with
It’s not uncommon for investors, including fiduciaries, to not have a full picture of what is held in their or their client’s investment portfolio. As
Fiduciaries of all types are under scrutiny for implementing practices that are in the best interest of beneficiaries of the trust they manage. Liability can
Whenever my five-year old finds coins on the ground, he gets really excited. He’ll pick up that penny or a quarter and exclaim, “Look at
When it comes to estate planning there are terms and titles that people often use interchangeably. Power of attorney, executor, trustee, and beneficiary are just
Regardless if you are an experienced fiduciary functioning as conservator, an executor working to close a family member’s estate, or a new trustee for a close friend’s trust, the process of locating and marshaling assets can be challenging.
If you are in the process of estate planning, naming a trustee and successor trustee is a critical piece of the puzzle. In their role,
