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Acting on Your Own Behalf

Think of Sovereignty as Individual Agency. From Wikipedia – Individual agency is when a person acts on his/her own behalf. Each of us is our own Decision Maker, and every contract, every choice, is an exercise of our personal power. If we don’t plan ahead, in writing, we can unknowingly give away every bit of our power. A goodContinue reading “Acting on Your Own Behalf”

So, Who is the Boss?

You have to plan ahead to stay the “Boss”. Your person (your Fiduciary), has many duties in regard to how they serve you. Professional Fiduciaries are typically held to a higher standard than a family member or friend because, in California, these professionals are licensed by the Department of Consumer Affairs, Professional Fiduciaries Bureau. ThereContinue reading “So, Who is the Boss?”

Finding a New Trustee

If you are a beneficiary of a trust, you have likely experienced some challenges in communicating with your trustee. There are limits to what your Trustee can do, or say, however it is always reasonable to expect courtesy and prompt responses (even if the answer is “No”). What happens if you really wish you hadContinue reading “Finding a New Trustee”

When Does Your Estate Plan Go To Work For You?

The three triggering events in the typical estate plan are: Incapacity – Your documents might say two physicians are to examine you, and if they determine that you have lost capacity to manage your own affairs, they will each write a letter saying so. Resignation – You sign a resignation letter, prepared by your attorney,Continue reading “When Does Your Estate Plan Go To Work For You?”

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