Do you need a Professional Fiduciary?
A Professional Fiduciary is an individual who is entrusted property or power for the benefit of another.
Making Tax Time a Breeze with the Help of a Professsional Fiduciary
A professional fiduciary can save you the time and stress spent looking for records and summarizing tax data.
The Valuable Role of Professional Fiduciaries
The term, “fiduciary,” may sound dry and academic, but its significance is profound. This article revisits what a fiduciary is, and affirms why family members, trusted advisors, and others who oversee vulnerable or compromised populations should embrace professional fiduciaries.
4 Reasons To Appoint A Professional Fiduciary
One of the most important decisions you make in the estate-planning process is the selection of fiduciaries who will represent you when you no longer can act for yourself. Here are four reasons to consider using a Professional Fiduciary in your estate planning.
Financial Exploitation Newsletter – October 2021
This complimentary newsletter is an educational resource with “links” on financial exploitation & behavior that may contribute to privacy concerns/financial exploitation. DISCLAIMER: Information & links are based on sites that appear to me as legitimate, but even I can be duped. If you find a problem, please let me know immediately, so that I can get the word out. Judy Christman Yates, DPA,Criminologist,
Drafting Estate Planning Documents with a Professional Fiduciary in Mind
Collaboration among the client, drafting attorney, and a professional fiduciary during the drafting phase of the estate planning can provide for a more streamlined estate plan on-boarding process and estate administration.
Heeding the Call – The Story of California Professional Fiduciaries
Heeding the Call: The Story of California Professional Fiduciaries is a 15 minute video, produced in 2020, intended to describe how the profession started and how California fiduciaries work with clients, families, attorneys and the courts.
Wills vs Trusts: Understanding the Difference
People often come to my office, recognizing the terms “trust” and “will,” but without a clear understanding of their differences. Learning more about these documents – and how they differ and how they can complement each other – will help you build a better estate plan for you and your family.
Dirty Secrets About Annuities
When you visit your financial advisor, you trust their competency and ability to maintain and grow your hard-earned money. You rely on these investments to provide for your retirement, and every dollar counts when planning to live on a fixed income. But what if your financial advisor does not disclose that they collect a higher fee based on an annuity account you may not benefit most from? How do you know if annuities are a right fit for your portfolio? Here are the dirty secrets about annuities.
Restatement or Amendment? How to Update Your Trust
A Revocable Living Trust is a great estate planning tool that offers some equally great benefits, but like a traditional Will, sometimes changes need to be made. For this, you have two options: an amendment or a restatement. Here’s how to know which one to use. A Trust Amendment is just what it sounds like…
