Advance Health Care Directives: The Hidden Piece to Your Estate Plan
Your will, trust and POA aren’t the only things you need in your estate plan. Here’s what you need to know about advance healthcare directives.
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Why Hire A Private Professional Fiduciary?
Lindsay Leonard, a California licensed private professional fiduciary, has continuously offered her services to the public for the last 10 years. In that time, she encountered many situations where families struggled with their own internal dynamics during periods of rapid, cumulative changes. Those shifting components led her clients to seek outside assistance, which eventually brought them to…
How a Private Professional Fiduciary Can Help Today
How a Private Professional Fiduciary Can Help Today Perhaps you’re astute enough to recognize the term “Private Professional Fiduciary” and already know that this is a wise alternative solution to naming family members as successor trustees in estate planning for a variety of smart reasons. Because those we love are often busy with their own…
