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THE HELP CENTER

Frequently Asked Questions

 

WHY USE A FIDUCIARY?

Private professional fiduciaries play a unique role in today's society. We serve the most vulnerable populations (the elderly, and those who cannot care for themselves independently) and also independent, productive individuals who simply need assistance with managing their day-to-day financial and health care decisions. Fiduciaries serve as a bridge between you, your family, health care providers, caregivers, and attorneys while providing you with peace of mind that your personal and financial needs will be protected.

I’M NOT RICH. WHY WOULD I NEED A FIDUCIARY?

You should have an estate plan, even if you think your assets are too modest. Dying without a will can leave important decisions — who takes care of your children, who will be a beneficiary of your estate, etc. — up to the state and the courts. And you might also have needs in the future that aren’t apparent right now.

WHY WOULD I NEED A TRUST?

The creation of a trust can provide a number of protections for you and your family — as well as potentially reduce the taxes your estate will owe. Since 1989, we have been helping clients give more to their loved ones, and less to the government.

CAN I WORK WITH YOU IF I DON’T HAVE AN ATTORNEY?

That depends. Estate-planning documents must be drafted by an attorney, but many aspects of estate and trust administration can be managed without a lawyer. We’d be happy to evaluate your particular situation and determine how to best meet your needs.

CAN I DESIGNATE YOU AS THE EXECUTOR OF MY WILL?

Yes. Serving as an executor can put an enormous amount of pressure on a family member or loved one. We will ensure your final wishes are carried out.

The information provided above is from the perspective of a professional fiduciary and is not intended to be construed as legal advice. If you have questions regarding your estate plan, you should consult with a qualified estate planning attorney.