Free Report: The Role of Fiduciaries in Your Estate Plan

The Role of Fiduciaries in Your Estate Plan Creating a comprehensive estate plan requires careful thought, foresight, and planning. Numerous decisions must be made during the course of your estate plan creation. Most people assume that decisions regarding the distribution of estate assets are among the most important decisions that need to be made in an estate plan. While those decisions are certainly necessary, the fiduciary decisions you make in your estate plan often exert more influence over the success of your plan than any other decisions. For this reason, it is imperative that you understand what each fiduciary role encompasses and what should be considered when making a decision about whom to appoint.

Topics covered in this report include:

  1. Executor
  2. Trustees
  3. Agents
  4. Guardians

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