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Trusts: Naming A Professional Fiduciary?

a professional fiduciary are: A Professional Fiduciary has certifications and experience , which can be crucial when dealing with complex financial matters.  Working with a Professional Fiduciary can also help…maximize...
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Professional Fiduciary?

necessity for legal remedies. Periodically revisiting and updating a “completed” estate plan is another way to ensure your current choices are clearly reflected. When considering the appointment of a fiduciary,...
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Terms of Service

Introduction This website is owned and operated by Colonial Surety Company. By visiting our website and accessing the information, resources, services, products, and tools we provide, you understand and agree...

Considering A Professional Fiduciary?

The services of a professional fiduciary can be a huge relief for individuals aging solo, as well as for those with special needs. Professional fiduciaries are also frequently relied upon...
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Administrator Responsibilities and Bonds

as assistance to quickly obtain administrator bonds for probate and surrogate courts in every state is provided by Colonial Surety Company: Administrator Bonds HERE. Once officially appointed in court, administrators...
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Administrator Responsibilities & Bonds in NJ

is likely to require the administrator to obtain a type of fiduciary bond, referred to as an administrator’s bond. As attorney Daniel Antonelli explains: “ An Administrator’s bond …guarantees the...
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How Do Courts Appoint Administrators?

...when the time comes—an administrator is appointed in probate court. Here’s how that works.   Who Will the Court Appoint As Administrator?  When probate courts must appoint an administrator, they...
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Court Appointed Administrators Explained

  Typically when someone dies without a will, an administrator is appointed in probate court to settle the affairs of the deceased. Frequently, probate courts require the administrator to obtain...
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Retirement Plan: Professional Fiduciary? 

for sponsors to engage a professional fiduciary. Risk management: Professional fiduciaries can help plan sponsors navigate complex regulations and other compliance concerns while potentially reducing their liability. Conflict of interest...
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