The People Beyond the Paper - Understanding the Roles and Responsibilities of the Fiduciaries in Your Estate Plan In-Person
When you create an estate plan, it is more than just paper. There are people that you trust to carry out certain financial and legal responsibilities to ensure that your wishes are met. In this session, learn from estate planning attorney Brendan Daly about the people part of your estate plan – executors, trustees, powers of attorney, and health care representatives – and which of these are considered fiduciaries and why. We’ll also clear up common questions and misconceptions about fiduciaries including how the powers and responsibilities of each differ, if multiple people or same person can be named in more than one role, and tips to help you determine who you should – and should not - choose in your own estate plan to fulfill these vital roles.
- Date:
- Tuesday, February 25, 2025
- Time:
- 6:00 PM - 7:00 PM
- Time Zone:
- Eastern Time - US & Canada (change)
- Location:
- Friends' Room
- Audience:
- Adult
- Categories:
- Financial Education