Selecting an executor for your estate is an important decision with long-lasting implications. Naming your financial advisor as executor could make sense in some situations. In this guide, we’ll analyze the pros and cons of having your financial advisor serve as executor. What Does an Executor Do? An executor is the person appointed to administer … Read more
Selecting a financial advisor involves important decisions. One key consideration is whether to grant your advisor power of attorney, giving them legal authority to make decisions on your behalf. In this comprehensive 2500 word guide, we’ll examine if and when you should provide a financial advisor with power of attorney. What is Power of Attorney? … Read more
When it comes to managing your hard-earned money, making the right choices can significantly impact your financial future. One question that often arises is, “Is a fiduciary better than a financial advisor?” This query is not just a matter of semantics; it delves into the heart of how you want your financial interests to be … Read more