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Displaying 23 results for: fiduciary bonds
Court Bonds 02.24.2021

Be Prepared: How To Execute a Will

If a loved one or friend has asked you to execute their will, chances are, like most people, you’ve said yes. Now what?  Understanding the Duties of an Executor  Executing a will is a legal…
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Be Prepared: How To Execute a Will
Court Bonds 02.16.2021

Probate Court: Administering Unsettled Affairs

Usually, when someone dies, probate court is notified by a friend or family member, so that the affairs of the deceased can be settled—and assets distributed. What if no one notifies the court to initiate…
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Probate Court: Administering Unsettled Affairs
Court Bonds 02.16.2021

Legally Appointed Guardians for the Elderly

When an elderly loved one can’t make sound decisions, legal guardianship may be a helpful option. Understand the process of appointing a guardian and the role of the guardian. In An Ideal World It would…
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Legally Appointed Guardians for the Elderly
12.31.2020

What’s a Trustee To Do: Facing Volatile Markets

A trustee must follow the prudent investor rule in managing the assets of a trust. Keep in mind: this is a process-based standard—not a performance-based one. Investing Trust Assets Volatile markets present unique challenges to…
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What’s a Trustee To Do: Facing Volatile Markets
12.29.2020

Protecting the Vulnerable: Fiduciary Duties and Bonds Explained

Protecting the Vulnerable: Fiduciary Duties and Bonds Explained When someone cannot make sound decisions for themselves, a court can appoint a fiduciary to do so. Often, courts require fiduciary bonds to protect “the ward.” Safeguarding…
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Protecting the Vulnerable: Fiduciary Duties and Bonds Explained
12.29.2020

Duty-Bound to Beneficiaries: Insights for Executors and Trustees

What happens when an estate or trust plan has been set up to continue the operations of a business beyond the owner’s death—but the business ultimately does not provide value to the beneficiaries? Prioritizing the…
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Duty-Bound to Beneficiaries: Insights for Executors and Trustees
Court Bonds 11.19.2020

Understanding Probate Court and Probate Bonds

Many people have their first—and sometimes only—experience with the law in a probate court. Here is what to anticipate if you find yourself there—and in need of a probate bond as well. What Is Probate…
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Understanding Probate Court and Probate Bonds
Court Bonds 11.06.2020

Guardian of the Estate: Understanding the Duties

Court-appointed estate guardians accept significant fiduciary responsibilities. Understand the legal commitment. When Is a Guardian of the Estate Necessary? LegalZoom defines guardianship of adults as: A legal mechanism whereby a suitable person makes important decisions…
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Guardian of the Estate: Understanding the Duties
Court Bonds 11.06.2020

Consider a Trust for Beneficiaries with Special Needs

Estate planning is a daunting challenge in families. It is even harder for families of a loved one with a disability. Arranging for a trust, trustee and trustee bond may be useful—and reassuring. Start With…
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Consider a Trust for Beneficiaries with Special Needs