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What It Means to Be a “Fiduciary”

What It Means to Be a “Fiduciary”

A family member or friend may need you to be their power of attorney. Your person may be planning for when they might become unable to take care of their affairs. For example, they might become disabled or incapacitated, and…

You’re Appointed Trustee, Now What?

You’re Appointed Trustee, Now What?

A friend of yours, Rose, has asked you to be the trustee of her trust. You want to help, but you’re concerned about all that responsibility. You would be managing Rose’s property for her and for others whom she names…

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