ife presents many instances when we must place our trust and confidence in a knowledgeable advisor such as a lawyer, corporate director, real estate broker, or executor. By doing so, we often put our ...
View Post
When you appoint someone as your attorney-in-fact, trustee, administrator, or executor, you trust them to act in your best interests. In fact, they have a legal obligation to do so. If they don’t, y...
View Post
A fiduciary duty arises from a special relationship of trust and confidence. It requires the fiduciary to act in the best interests of another person. The law formally imposes this duty for some inter...
View Post
A “fiduciary” refers to an individual or entity with a legal duty to act in the best interest of someone else (the beneficiary). These relationships typically arise in the context of a business or...
View Post
Suing a trustee for a breach of fiduciary duty is the only way for a beneficiary to recover a loss in trust value or profits. When a beneficiary files a lawsuit, they can enforce the trustee’s dutie...
View Post
Individuals create estate plans to help secure their family’s future after they’ve departed. Often, when planning, questions about employer-sponsored retirement plans arise. When you enroll in an ...
View Post