Fiduciary

Fiduciary duty in probate administration

Losing a loved one is never easy. The emotional toll can be significant, and merely trying to figure out how to handle his or her estate can be enormously stressful, especially if you’ve been named the estate’s executor or you have concerns about how another...

Breach of the fiduciary duty and how to spot it

Sorting out an estate after an individual’s passing isn’t always as easy as it seems. Sure, if the individual left a detailed estate plan then the instructions for disbursement of estate assets should be pretty clear. But these matters are handled by estate executors...

What is a fiduciary and why might you need one?

Those who are going through the estate planning process in the Tucson area may have heard the term “fiduciary”. A fiduciary can be an important member of the estate planning team. But a person may wonder what a fiduciary is and what do they do? Fiduciary A fiduciary...

Fiduciary obligations and standard of care

It may come as a surprise to Tucson residents that all financial advisors are not legally required to act in their client’s best interests. This means that many people put themselves at risk when they take biased and perhaps costly advice from an advisor who is under...