agent

How to Choose the Right Agent for Your Incapacity Plan

September 29, 2020
Posted in

A common misconception is that estate planning equates to death planning. But planning for what happens after you die is only one piece of the estate planning puzzle. It is just as important to make a plan for what happens if you become mentally incapacitated. What Happens Without an Incapacity Plan? Without a comprehensive incapacity…

Read More

How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

September 29, 2020
Posted in

While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, and agents are all examples of fiduciaries. When you pick trustees, executors, and agents in your estate plan, you’re picking one or more people to…

Read More

How to Choose the Right Agent for Your Incapacity Plan

September 29, 2020
Posted in

A common misconception is that estate planning equates to death planning. But planning for what happens after you die is only one piece of the estate planning puzzle. It is just as important to make a plan for what happens if you become mentally incapacitated. What Happens Without an Incapacity Plan? Without a comprehensive incapacity…

Read More

How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

September 29, 2020
Posted in

While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, and agents are all examples of fiduciaries. When you pick trustees, executors, and agents in your estate plan, you’re picking one or more people to…

Read More