Tag Archives: fiduciary

Why Two Heads May Be Better Than One In Estate Planning

We rely on our friends, family, and colleagues to help us through life’s challenges.

The people we trust can also be incredibly important when arranging an estate plan. It is critical to appoint a fiduciary to act on your behalf and carry out your wishes should you become incapacitated or pass away. The fiduciary is legally...
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Family Feud:  What to consider when choosing an executor, trustee or financial agent

Why is it that family feuds erupt after a death, or even after the incapacity of a family member?

family feud: naming your fiduciary One of the leading causes is a failure to choose a fiduciary who will handle your assets appropriately if you are incapacitated and after your...
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5 Rules for Avoiding Estate Problems

 

5 rules for avoiding estate plan problems

Some people think that estate issues after you die are unavoidable.

Still others think that they’ll be long gone, so what does it matter if there’s a plan in place? The truth is, there are ways to plan ahead and create an...
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Would You Sell Your Company for $2.3 Billion?

If you are Men’s Wearhouse, Inc, the answer is a big fat NO!  Earlier this week, rival company Jos. A. Bank Clothiers, Inc. offered Men’s Wearhouse $2.3 billion to buy them out.  Men’s Wearhouse quickly responded with a resounding rejection.  Check out this article from Reuters.com entitled “Jos. A....
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