Settlement Timeline for Estate Accounts
Being named as executor on behalf of a friend's or loved one’s estate can be both challenging and fulfilling. As executor you represent the estate personally, making you its ‘personal representative.’ An executor is also a fiduciary, which means you must prioritize the best interests of the estate and its beneficiaries ahead of your own.
Managing and Reducing Risk with Diversified and Prudent Portfolio Management: Investing Under the Uniform Prudent Investor Act (UPIA)
How the UPIA Has Changed Fiduciary Responsibility By definition, the world of finance and investments contains risk. It can be scary for clients, especially [...]
