Professional Fiduciary Association of California

Estate Planning: What You Need to Know, Part 3

Estate Planning: What You Need to Know, Part 3

In this third blog post of our five-part series on the basics of estate planning, we’ll learn more about designing a clear path to success for your children with your estate plan --- who this planning involves, what it will accomplish, when and why we should be doing it in the first place, and how we can bring our plans to life.

Exploring the Role Professional Fiduciaries Play in Estate Planning

Exploring the Role Professional Fiduciaries Play in Estate Planning

If you’ve been reading the blog lately, you might have noticed most of our articles so far have been about providing general information to you so you can plan smarter. But what about some specifics? In this article, we’ll dive into the nitty gritty and go over the very important role professional fiduciaries play in the estate planning process.