FREE Estate Planning Essentials Workshop

Upcoming Workshops (In Office)

• Thursday, October 5 at 10 AM
• Tuesday, October 24 at 6 PM
• Tuesday, November 7 at 1 PM

Join Attorney Skipton Reynolds

• Easy Ways to Protect Your Estate.
• How to avoid probate – especially during your life.
• Will your Power of Attorney work when you need it to?
• Is your General Power of Attorney a “Super Blank Check” or powerful enough?
• How to protect your IRA when left to your beneficiaries
• How to protect your assets for you, your spouse and your heirs.
• The differences between Wills, Revocable & Irrevocable Trusts (& why you should have one, or none).

FREE Fiduciary Workshop

UPCOMING WORKSHOPS (VIA ZOOM)

• Check back for future Fiduciary Workshop dates!

Fiduciary Bootcamp – The Roles & Responsibilities of Your Estate Planning Agent

Agents with financial or medical powers of attorney, executors and personal representatives of estates, and trustee are all “fiduciaries” -- people with heightened legal duties to those they serve.  You may have nominated fiduciaries, or you may be serving as one. Do you know what that means?

At this free educational workshop, we will walk you through the importance of being nominated a fiduciary and how to get very clear on their roles and legal responsibilities in order to avoid unanticipated legal liability.  In this presentation you will discover:

• What is a Fiduciary?
• Who are your Fiduciaries?
• Fiduciary duties
• What skills and abilities does a Fiduciary need?
• What it means to serve as a Medical Power of Attorney or Health Care Proxy
• What it means to serve as a Financial Power of Attorney
• What is a Will and the Personal Representative’s Powers and Responsibilities
• What is a Trust and the Trustee’s Powers and Duties
• … And much more!

Don’t miss this very important topic to make sure you nominate the best person, make sure you understand your roles as a fiduciary – and best of all – your fiduciaries understand their roles.

Register today!