Finance Strategists on MSN
Key differences between executor of a will and power of attorney
Learn the differences between the executor of a will and power of attorney. Discover the pros and cons of having one person ...
A fiduciary of an estate must carefully balance his or her responsibilities to creditors of the decedent and to beneficiaries of the estate. Matter of Weinberg, 162 Misc. 867 (Sur. Ct. Kings County ...
Two recent Michigan Court of Appeals cases delve into what it takes to successfully pursue an undue influence claim. In re Sherrod Estate, No 369863, 2025 WL 855275 (Mich Ct App Mar 18, 2025) ...
Foremost among the duties of Registered Investment Advisors (RIA) is to act as a fiduciary. In law and finance, the role of a fiduciary (aka fiduciary duty), whether an organization or individual, is ...
When it comes to managing your financial assets or making critical decisions on your behalf, selecting a fiduciary is one of the most significant decisions you can make. A fiduciary is an individual ...
A fiduciary bond acts as a financial guarantee by ensuring a fiduciary acts in the best interest of the party the fiduciary serves, protecting estates and beneficiaries Written By Written by Staff ...
An incident of the trustee’s duty to be generally prudent, to account (or report) to beneficiaries, and to refrain from breaches of the duty of undivided loyalty, such as engaging in unauthorized self ...
Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. Form 56 serves as a conduit of communication between taxpayers ...
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