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Fiduciaries

In: Plan Your Own Estate

Author

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  • Deirdre R. Wheatley-Liss

Abstract

You can create the best, most personalized, and undeniably awesome estate plan in the world, but if you don’t name the right people to carry out the plan, it’s unlikely to meet your goals. Remember, your estate plan at the end of the day is a sheaf of papers. The individuals you select as your fiduciaries are the ones who breathe life into that plan and bridge the gap between your intentions and reality. There are laws that govern the fiduciaries’ job description and some practical questions you should ask before you hire them.

Suggested Citation

  • Deirdre R. Wheatley-Liss, 2013. "Fiduciaries," Springer Books, in: Plan Your Own Estate, chapter 0, pages 157-171, Springer.
    • Handle: RePEc:spr:sprchp:978-1-4302-4495-0_12
    DOI: 10.1007/978-1-4302-4495-0_12
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    Keywords

    Income; Expense;

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