Questions to Ask When Choosing a Fiduciary for Your Estate Plan Choosing beneficiaries represents only one part of estate planning. You also need to decide who will manage your finances, administer your estate or trust, and make important decisions if you cannot act for yourself. Those choices can significantly affect how smoothly your estate plan […]
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California Law, Dementia, Estate Planning, Trusts, Uncategorized
The Importance of a Successor Trustee
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Jan
Jan
Healthcare documents (such as a Medical POA, Advanced Directive or Living Will, and Health Insurance Portability and Accountability Act (HIPAA) authorization form) primarily focus on medical matters. However, they may also impact the financial matters handled by the successor trustee.