To Trust or Not to Trust – that is the question!

On October 18th, 2012, posted in: News by
  • Are you the EXECUTOR or PERSONAL REPRESENTATIVE in your family’s Wills?
  • Have you been named as an AGENT for someone in their Durable Power of Attorney for either medical or financial agency?
  • Have you been named as a GUARDIAN or CONSERVATOR for a family member or friend?
  • Have you been named as TRUSTEE to a family trust?
  • Do you understand the legal duties and obligations as a TRUSTEE?
  • Do you know how often a TRUSTEE is sued? The answer – OFTEN! It’s an ever growing problem you don’t want your loved ones to contend with.
  • What rights do you have as a “Beneficiary” of an Estate?
  • What does it mean to be a FIDUCIARY? “LAST WEEK I COULDN’T SPELL FIDUCIARY – THIS WEEK I “ARE” ONE!
  • Do you know anyone who’s family has been torn apart in the process of settling an Estate?

You are encouraged to attend this presentation that is meant to educate you on the legal and financial duties and obligations of a Fiduciary. All of the above questions will be answered in this entertaining and enlightening event.

THURSDAY, NOVEMBER 15TH
TWO SESSIONS BEING OFFERED FOR YOUR CONVENIENCE

2:00–3:30pm OR 6:30–8:00pm

Adult children bring your parents – Parents bring your Adult children as it is sure to engage the entire family in the administration and planning of one’s
estate. There will be time set aside for Q & A. “Say not that you know another person entirely until you have divided an inheritance with them” – Dear Abby.

LOCATION: Rio Vista Recreation Center ¼ mi. west of Loop 101 8866 W. Thunderbird Rd – Peoria

MUST RSVP to Holt Law Group, PC by Tuesday, Nov. 13th – 623-334-6800 or email pam@holttrust.com

Jan Olsen About Jan Olsen
Owner, Creative Director - BeeSoBusy Website Design & Maintenance www.BeeSoBusy.com Jan@BeesoBusy.com

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