Choosing A Fiduciary Part 2: Important Questions To Ask When Naming Fiduciaries

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Choosing A Fiduciary Part 2: Important Questions To Ask When Naming Fiduciaries – The Law Office of Antoinette Bone

Fiduciaries play various roles in an Estate Plan – each with their own set of considerable responsibilities. They will need to make crucial financial, medical, and/or sometimes even moral decisions for your Estate. With different roles requiring different strengths, what are the important traits to look for in the person each fiduciary?

Get it straight from an Estate Planning, Probate, Guardianship, and Elder Law attorney in the Dallas-Fort Worth metroplex! In Part 2 of this two-part Choosing A Fiduciary Series, Antoinette Bone delves deeper into the crucial considerations that need to be made for each type of fiduciary.

00:00 Choosing a fiduciary
00:44 Things people should consider when choosing a fiduciary
00:54 Agent under health care power of attorney
01:30 Agent under a financial power of attorney
02:08 Guardian who will handle money or property for a minor or incapacitated adult
02:49 Trustee of a trust or an executor of a will

#Fiduciary #FiduciaryRoles #FiduciaryDuties

Disclaimers: To comply with the U.S. Treasury regulations, we must inform you that:

(i) Any U.S. federal tax advice contained in this newsletter was not intended or written to be used, and cannot be used, by any person for the purpose of avoiding U.S. federal tax penalties that may be imposed on such person

(ii) Each taxpayer should seek advice from their tax advisor based on the taxpayer’s particular circumstances.

Nothing in this message is intended to provide legal advice. This message is for educational purposes only.

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Please watch: "3 Crucial Tips for Supporting Your Adult Sibling with Special Needs"
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