We have recently discussed corporate fiduciaries, special needs trusts, and the differences and similarities between wills and revocable trusts. Although August is officially “National Make a Will Month,” we wanted to highlight the importance of estate plans – not just wills. For today’s post we have compiled a list of tips to help ensure that your estate plan is carried out just the way you want it.
Fiduciary Partners Trust Company has experienced professionals ready to help you with your fiduciary needs. As a neutral party, we offer services as trustee, co-trustee, personal representative, co-personal presentative, agent for fiduciary, and agent under power of attorney for finances.
Did “National Make a Will Month” encourage you to take the first step? For questions, contact us today.
Thursday, August 5, 2021
Categories: Insights