Why a Fiduciary?

In spite hearing it over and over again – “my children would never fight!”, my “estate” is so small and doesn’t need to have any planning and other valid and sometimes not so valid reasons that provide the foundation, the reality is that some of the most contentious estate battles on record are the product of heirs battling heirs – the siblings and relatives who wait just until the moments after death to begin the battle – the battle of who gets what, who has the right to make decisions and the dredging up of every known and unknown slight, argument, disagreement from the past.  It all comes to a head when the one keeping the peace, in control of the inheritance etc., is no longer with us. 

Imagine the scenario where you assign a third party, someone outside of the direct line of inheritance, an objective person who will carry out each and every one of your wishes, settling disputes, providing calm and order in what can be chaos. 

The Professional Fiduciary can be that person. 

Handling your affairs both at the end of life, if necessary and following your passing, to take care of the business side of the work at hand while allowing your family time to grieve, to come to grips with their loss and your departure from their lives.

A Professional Fiduciary can serve multiple roles – Power of Attorney to act on your behalf – in some cases on a matter by matter basis or in the bigger picture managing your finances, the care and maintenance of your home, holding your Healthcare Directive and serving as your Advocate in your healthcare matters, big and small, and ultimately as your trustee and executor, always working to ensure YOUR wishes come first. 

Should you wish to explore how a Professional Fiduciary might help you, I hope you will call and talk with me.