Fiduciary Roles in Your Estate Plan: Delegating Authority With Confidence and Clarity
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Fiduciary Roles in Your Estate Plan: Delegating Authority With Confidence and Clarity
Naming the fiduciaries to serve in your trust, will, power of attorney, and health care directive documents is one of the most important decisions in an estate plan. Each of these appointees has a legal duty to act in your best interests, but they manage different parts of your estate and are activated by different legal documents. It is important to understand the roles and responsibilities of each.
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Baker Avenue Asset Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
