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Fiduciary Selection

Choice of Fiduciaries: An Extremely Important Aspect of Your Estate Plan

Choice of Fiduciaries: An Extremely Important Aspect of Your Estate Plan

April 25, 2023
When structuring an estate plan, most people will give little thought to the selection of their various fiduciaries. Your fiduciaries are the individuals or professionals ...
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Take Steps to Prevent Destructive Post-Death Disputes Over Your Estate Plan

September 11, 2014
A large part of the estate planning process is determining how you want assets distributed at your death and selecting the fiduciary who will be ...
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The Essence of Estate Planning: Let the Journey Begin

May 8, 2014
At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or ...
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Corporate Fiduciaries for Estates & Trusts: Reliability, Prudence, Reasonableness, Protection and Peace of Mind (Updated May 2023)

June 29, 2012
Choosing the fiduciaries to carry out your estate plan can be the most important decisions you make in structuring your estate plan.   Why is this ...
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Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)

May 5, 2011
by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority ...
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