Choosing Trustee, Executor, and Agent Under a Power of Attorney.

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

How to Surface the Values You Want to Pass on to the Next Generation

 Every one of us receives and passes on an inheritance. The inheritance may not be an accumulation of earthly possessions or acquired riches, but whether we realize it or not, our choices, words, actions, and values will impact someone and form the heritage we hand down. ~Ben Hardesty ~ Successful estate planning is about far…

Estate Planning In Tandem With The Demands Of Long-Term Care. (Part 2)

For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But that misses one pretty significant consideration: the need to plan for long-term care. The last thing any of us want to contend with when a health issue arises later in life is having to…