How to Pick a Trustee, Executor, Personal Representative, or 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, personal representatives, and agents are all examples of fiduciaries. When you pick trustees, executors, Continue reading

A Powerful Exercise 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

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Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment

Most financially savvy individuals begin to plan their estate when they’re in peak mental shape. The idea that this might change at some point in the distant future is an unpleasant one, and they would rather go about their estate planning as if they’ll be as sharp as a tack late Continue reading