During the creation of your estate plan you should take the time to sit down and carefully consider the fiduciary roles in your plan. Sometimes it does make sense to appoint a family member or close friend, but not always. In fact, sometimes appointing a professional is a better choice. This is often the case when appointing a Trustee for a trust agreement. An attorney or professional trust management company has the experience, skills, and time needed to properly manage a trust.
Topics covered in this report include:
- What Is a Fiduciary Role?
- What Fiduciary Roles Exist in an Estate Plan?
- Why Choosing the Right Fiduciary Is So Important
- Choosing a Fiduciary
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