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Five Ways to Get Yourself in Trouble when Serving as a Fiduciary of a Will or Trust

A fiduciary is a person who stands in a position of trust to one or more other people typically with respect to the safeguarding or management of assets. For example, the person you name to carry out your wishes in your Will (Personal Representative) or under your Trust (Trustee) is a fiduciary. This is important […]

A Panoramic Primer on Probate: Part Two –  Marshalling Assets

Upon receipt from the Court of the Letters of Authority appointing a person as Personal Representative (PR) of the decedent’s estate in an informal or formal probate, the PR has the authority to begin taking action with regard to the assets of the estate. These “probate assets” (owned in the decedent’s individual name which do […]

What You Need to Know About Medicare

Maureen Baxter, CLU®, ChFC ® and Steven Joshua Samuel JD MBA AIF ® “Total projected lifetime health care premiums (Medicare Parts B and D, supplemental insurance, and dental insurance) for a healthy 65-year-old couple retiring this year are expected to be $321,994 in today’s dollars.” It’s more important than ever to understand health care costs […]