Elder Law Issues
Professional Fiduciaries and Your Estate Plan
Choosing your fiduciary can be challenging. Even understanding the duties and challenges facing your fiduciary can be difficult. Sometimes you need to consider professional fiduciaries.
What is a professional fiduciary? In Arizona and some other states, there is an industry of professional fiduciaries. Some have legal backgrounds, some social service or financial backgrounds. One of them might be a good fit for your estate planning.
In this podcast episode, we talk about professional fiduciaries and the prevailing practices in Arizona. Not from Arizona? Check with a local elder law attorney about whether you have similar choices in your community.