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Benefits Of Naming A Corporate Fiduciary

June 25, 2020 by tomwhitmore

Benefits Of Naming A Corporate Fiduciary Many individuals who establish trusts choose to name a close friend or relative as trustee.  However, there are many situations where naming a corporate fiduciary is a far better alternative. Acting as a trustee requires that the person have a good background in finance and tax. Failing that, the Read More

Filed Under: Estate Planning, Fiduciaries

Your Last Will and Testament

February 12, 2018 by tomwhitmore

Your Last Will and Testament A Last Will and Testament is the legal document where you set out how your assets will be distributed and how your dependents will be cared for after you die. A Last Will and Testament is frequently the centerpiece of an Estate Plan. A person who dies with a will Read More

Filed Under: Estate Planning, Fiduciaries

Guides for Managing Someone Else’s Money

June 15, 2016 by tomwhitmore

Guides for Managing Someone Else’s Money — Millions of people have legal authority to manage money for a family member or a friend, and the number may grow with the aging of the population and the rising number of individuals with disabilities. The Consumer Financial Protection Bureau (CFPB) has developed a package of easy-to-understand booklets to Read More

Filed Under: Fiduciaries, Social Security, Vulnerable Adults

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Whitmore Law Office
7602 Pacific Street, Suite 200
Omaha, NE 68114
info@whitmorelaw.com


(402) 391-2400

Recent Posts

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