Estate Planning Pitfalls To Avoid

Join us for Our Estate Planning Pitfalls To Avoid webinar on Thursday, July 2 at 2pm! We’ll be addressing two common estate planning pitfalls we see way too often: family member fiduciaries and springing powers of attorney. You’ll learn (at least) three reasons why having a family member act as trustee might not be a good idea and the problems with springing powers of attorney. You will leave with actionable knowledge on how to protect your wishes and family from unnecessary challenges. Hope to see you there! ~ Lindsay and Barbara

What to do with your estate planning documents

Storing Your Estate Planning Documents – What to Do and What Not To Do

Elder Preparedness, Fiduciary Services, Personal Planning, Sucessor Fiduciary Appointment Planning

So you’ve finally gotten through the initial step of creating and executing your estate planning documents. Now you’re wondering where should you store the originals. The answer is really simple—in a safe and accessible place. But what does that mean exactly? This article provides tips and insights to help make sure that all the work you’ve put in to creating a thoughtful and meaningful estate plan serves you, by ensuring that your documents are safe, accessible and available to your successor agent(s) when they need them.

Why Hire A Private Professional Fiduciary?

Aging, Fiduciary Services

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…