How to Distribute to Your Beneficiaries.Do you want your family's future taken care of? If so, read the following guide to learn more about how Advocate Fiduciary Services can ...
Why is a Special Needs Trust Important?Parents of children with special needs know that the future is full of uncertainty. You may find yourself worried about what will happen...
The Importance Of Building An Advisory TeamA network of trusted advisors can help ease the burden of aging. Learn how Advocate Fiduciary Services suggests building an advisory tea...
What Does Trust Administration Entail?When you die leaving a trust and/or will, your estate is in need of an executor. This article provides information on what types of serv...
Why We Here at Advocate Fiduciary Services Love Being Li... In our day-to-day lives, we often get the question, “Why did you choose to go into the fiduciary business?” More specifically, we’re ask...
Can I Have More Than One Person Appointed as My Power of... Can I have more than one person appointed as my power of attorney? The short answer is, yes, you can. However, each party—yourself inclu...
What is a Trustee and How do I Choose One?In our line of work, we get many questions, especially because fiduciary matters tend to be very complicated. It can be like trying to t...
What is a Private Professional Fiduciary?If you don’t have a trusted family member or friend to handle your affairs in the event of serious illness or death, you should have a p...