You know your loved one or friend named you as trustee. You get a call that she has been in a terrible accident. You then realize she cannot tend to her financial matters for the near future. Do you know how to locate her lawyer to help you get started as successor trustee? After contacting her lawyer, check this new guide on your fiduciary duties from the Consumer … [Read more...] about I’m a Successor Trustee, Now What?
If you’ve been named as an agent in someone’s power of attorney, do you know what to do? Or what not to do? The Consumer Financial Protection Bureau has published a fact packed guide to help agents (attorneys-in-fact) with their fiduciary duties. … [Read more...] about What’s A Power of Attorney Agent To Do