Latest / The Red Wagon Estate Planning & Elder Law Show
Coordinated Estate Planning: Preparing Your Family Hero
What does it mean to be a fiduciary, power of attorney, proxy, executor, or trustee? Attorney Jeffrey Bellomo explains why estate planning documents and powers are only as effective as the people who execute them. The key is to coordinate planning and prepare someone, a family hero, who understands the role, the family's wishes, practical details, and the boundaries of their authority.
You'll learn how important communication is for a family when estate planning. Good communication helps the family hero avoid confusion, family conflict, and costly mistakes. Jeff also discusses the benefits of…
The skinny
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