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The Executor Files | Estate Administration | fiduciaryadvisors.wordpress.com Reviews
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Estate Administration
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fiduciaryadvisors | The Executor Files
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Estate Planning – An Act of Love. Asymp; Leave a comment. Estate planning seems like such a benign phase. However, when you engage in the process of planning for what happens to you and your spouse as you get older and eventually pass away, it takes a life of its own. It starts with recognizing your mortality and being motivated to put in place the documents, instructions and safeguards that are required as you enter the final phase of your life. Then there is the preparation of durable powers of attorney.
Under No Obligation | The Executor Files
https://fiduciaryadvisors.wordpress.com/2015/08/04/under-no-obligation
Asymp; Leave a comment. There are several reasons why someone would decline to serve as executor. The most common are:. Eg The decedent lived in New Jersey and you now live in California…. You have other commitments and responsibilities that make it impossible for you to serve. The family is fractured; the estate administration will be a battlefield and you want no part of it. There mat be a business involved. Or real estate investments. That require knowledge and skills you know you lack. Enter your com...
Ticking Tax Time Bombs | The Executor Files
https://fiduciaryadvisors.wordpress.com/2015/05/15/ticking-tax-time-bombs
Ticking Tax Time Bombs. Asymp; 1 Comment. US Series E and EE Bonds. There are many series E and EE bonds sitting in safe deposit boxes and sock drawers which were purchased 40, 50 and 60 years ago. During and after WWII purchasing these bonds at $18.25 for an eventual $25 was not only a patriotic duty but it was about the only viable forced savings plan available since companies would take the money out of your paycheck and buy them for you. Especially when these assets are passed into estates. You are c...
Not As Glamorous As You’d Expect | The Executor Files
https://fiduciaryadvisors.wordpress.com/2015/07/28/not-as-glamorous-as-youd-expect
Not As Glamorous As You’d Expect. Asymp; 1 Comment. The job of being an executor rises to a new level of responsibility if the deceased owned a business. The moment you qualify as executor you step into the decedent’s shoes and you, representing the estate, are now responsible for the day to day operations of the business. Unless you are a relative who has worked in the business extensively, you have a huge challenge ahead of yourself. Keep the business operating. Sell it as is. My saving grace is that i...
Necessary Snooping | The Executor Files
https://fiduciaryadvisors.wordpress.com/2015/08/10/necessary-snooping
Asymp; Leave a comment. This is your job. It may feel like snooping but you are doing your job of collecting and maximizing all of the existing assets and determining all of the existing liabilities. I have yet to administer an estate where you start out with a complete, accurate and current list of a decedent’s assets and liabilities. Follow us on Facebook. Larr; Previous post. Next post →. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Notif...
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Fiduciary Advisors LLC – Estate Administration » Client Praise
http://fiduciaryllc.com/client-praise
What our clients are saying about us…. Dick and Dan have become my ‘go to guys.’ Every question I have is always answered in a way I can understand. Never met a problem that Dick could not take care of for me and I always felt reassured and confident in their judgment and decision making. Dick Weidner was there for me to navigate the rough passage through the sea of paperwork and unfamiliar words in so many documents to settle George’s estate. In December of 2007 my father passed away suddenly without a ...
Fiduciary Advisors LLC – Estate Administration » Our Team
http://fiduciaryllc.com/our-team
Meet our team of highly trained professionals. With decades of experience administering estates, we understand all aspects of the process that begins with the passing of a loved one. We offer the knowledge and attentive service to walk with you every step of the way. Greg Sanginiti has over 40 years in the financial services industry and has been actively focused on providing comprehensive financial management, trust and estate advice, investment counseling and investment solutions to high net….
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Strategies Designed for Protection and Performance. Providing professional retirement plan and wealth management guidance driven by full accountability to help meet goals and drive positive outcomes. At Fiduciary Advisory Services our differences can be measured. We use comprehensive analytical tools to help streamline processes, address fiduciary concerns, and provide efficiencies that drive positive outcomes for our retirement plan and wealth management clients. Grain Valley, MO 64029. Makes no represe...
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The Executor Files | Estate Administration
Asymp; Leave a comment. This is your job. It may feel like snooping but you are doing your job of collecting and maximizing all of the existing assets and determining all of the existing liabilities. I have yet to administer an estate where you start out with a complete, accurate and current list of a decedent’s assets and liabilities. Follow us on Facebook. Asymp; Leave a comment. There are several reasons why someone would decline to serve as executor. The most common are:. Or real estate investments.
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Fiduciary Advocates Inc.
Support Services for Independent Living. Delavan, WI 53115-0213. 262) 725-1505 - Delavan. 608) 554-7585 - Janesville. 888) 503-7510 - Toll Free Fax. Fiduciary Advocates Inc. will provide quality and trustworthy service to individuals in need of personal and financial assistance. A representative payee is an individual or organization that receives Social Security, SSI, Rail Road, Veterans and Earned Income payments for someone that cannot manage or direct someone else to manage his/her money. The rep...
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