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How to Choose Good Helpers for Your Estate Plan

How to Choose Good Helpers for Your Estate Plan

by David Edwards | May 26, 2021 | Aging Parents, Estate Planning

As you complete your estate plan, you will need to name various “helpers.” These are the people who will carry out your plan when the time comes. When will that time be? When you are disabled or you pass away. These helpers will be there to oversee the...
Watch Out For These 7 Types of “Helpers” When It Comes to Your Estate Plan

Watch Out For These 7 Types of “Helpers” When It Comes to Your Estate Plan

by David Edwards | Aug 11, 2021 | Estate Planning, Wills and Trusts

As you age, or as you complete your estate plan, you’ll need to name different kinds of “helpers” who will carry out your plan when the time comes. They will assist with carrying out your desires and acting in your best interest when you can’t...
12 Duties of a Helper: What Do Executors, Trustees, Guardians and Powers of Attorney Really Do?

12 Duties of a Helper: What Do Executors, Trustees, Guardians and Powers of Attorney Really Do?

by David Edwards | Mar 15, 2017 | Elder Care Advising, Estate Planning

Every estate plan needs a good helper(s). Choosing those helpers can be tough. Your trustee, guardian, power of attorney, or executor will be responsible for making decisions when you become disabled (like from a stroke or dementia) or pass away. But what exactly are...
The Secret Test for Your Named Helper

The Secret Test for Your Named Helper

by David Edwards | Dec 9, 2015 | Elder Care Advising, Estate Planning

Naming a helper for your plan is one of the most important decisions you’ll ever have to make, but you don’t have to do it alone. Read on for guidance in choosing your executor, trustee or power of attorney. Be Careful Who You Choose I heard another...
12 Duties of a Helper: What Do Executors, Trustees, Guardians and Powers of Attorney Really Do?

3 Myths About Choosing a Helper for Your Plan

by David Edwards | May 14, 2015 | Elder Care Advising, Estate Planning

We’ve talked previously about what a “helper” is and why it’s so important to not only choose one, but choose a good one. Whether it’s as a trustee, executor, power of attorney or guardian, it’s very important that you choose...
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