- published: 26 Sep 2016
- views: 128
With trillions of dollars of wealth being transferred between generations in the years ahead, fiduciary accounting can be a safeguard to help ensure that those assets are transferred as intended. Berdon partner Scott Ditman, CPA/PFS, Chair of Personal Wealth Services, explains how well-prepared fiduciary accountings can serve as a scorecard to track performance, help trustees navigate complex asset transfers, ease tensions within families, reduce litigations, and even identify planning opportunities. If you have questions, speak with your Berdon advisor or contact Scott Ditman at 212.331.7464 or at email@example.com.
To get this complete real estate study guide and more real estate exam prep videos at half price for a limited time, visit https://www.udemy.com/realestatelicense/?couponCode=16limitedtime How To Get Into Real Estate And Pass The Real Estate Exam -Learn how to get into real estate and pass the real estate exam! A real estate exam study guide for every state! In this lecture, we talk about the fiduciary duties that agents owe to clients. Visit http://jeffcrowe.realtor for more info. You cannot become a real estate agent without mastering the core concepts of real estate. Truly mastering these concepts will help you pass the real estate exam and make you a better real estate agent. NOTE: This course is applicable in all 50 states. In this course you will gain a deep understanding of the...
https://turbotax.intuit.com Have you been appointed as trustee of a trust or the administrator of an estate? If so, you may be interested to hear about the tax returns you are responsible for filing. Watch this video to find out more about fiduciary income tax returns. TurboTax Home: https://turbotax.intuit.com TurboTax Support: https://ttlc.intuit.com/ TurboTax Blog: http://blog.turbotax.intuit.com TurboTax Twitter: https://twitter.com/turbotax TurboTax Facebook: https://www.facebook.com/TurboTax TurboTax Pinterest: https://www.pinterest.com/turbotax/ TurboTax Tumblr: http://turbotax.tumblr.com/
Are you an Executor, Administrator or Trustee of an Estate? If so, this page is written for you. There are many issues that can and will likely affect you while serving as the Fiduciary of an Estate. At Hanlon Niemann & Wright we are here to help you! After reading through the information on this page, contact me personally so we can discuss your situation in greater detail. I’m easy to talk to genuinely interested in your situation, and will always explain everything to you in easy to understand explanations. https://www.willcontestandprobatelitigationattorney.com/defending-claims-executor-trustee/
Saving for retirement means navigating a potential minefield of high fees and bad advice. Billy Eichner and Kristin Chenoweth share some tips. Connect with Last Week Tonight online... Subscribe to the Last Week Tonight YouTube channel for more almost news as it almost happens: www.youtube.com/user/LastWeekTonight Find Last Week Tonight on Facebook like your mom would: http://Facebook.com/LastWeekTonight Follow us on Twitter for news about jokes and jokes about news: http://Twitter.com/LastWeekTonight Visit our official site for all that other stuff at once: http://www.hbo.com/lastweektonight
In this 4-minute funny cartoon video, Gaslowitz Frankel LLC http://www.GaslowitzFrankel.com explains the meaning of the services it provides and how it is valuable to you. Read the full script below: Most of us own things like cars, houses, stock, as well as life insurance or retirement accounts. They are referred to as assets. When we pass away, these assets are known as our estate. Usually, people choose to leave their estate to family and friends. To identify who gets what, they write wills or create trusts. Whoever gets a share of an estate or trust is called a beneficiary. The person appointed to transfer an estate or trust to the beneficiaries is called an executor or a trustee. Meet Nancy Smith and her brothers, John and David. After their mom passed away, Nancy and John helped...
A “fiduciary” role refers to a position of trust, often involving money or property that has been entrusted to the individual in the fiduciary role. Learn more about fiduciary role in this presentation. http://nashbeanford.com/estate_planning/index.php/estate-planning/
Probate: "Does the fiduciary of an estate get paid?" These videos are designed to educate viewers on Ohio probate law. These videos are not to be construed as legal advice. Please seek the advice of a local attorney regarding your specific situation. For more online sources on this and similar topics, please visit our firm youtube channel at: www.youtube.com/tibbslawoffice Tibbs Law Office, LLC 1329 East Kemper Rd. #4230A Cincinnati, OH 45246 (513) 793-7544 Daryle@tibbslawoffice.com www.tibbslawoffice.com
Estate planning attorney and probate lawyer Randy Coleman, The Coleman Law Firm, PLLC, http://www.thecolemanlawfirm.net/ - (904) 448-1969 Jacksonville and Palm Coast, Florida Estate Planning Law FAQs: discusses the concept of a fiduciary and the fiduciary's duties and responsibilities under Florida probate law and estate planning law.
LEGACY FS aim to add value to your life by providing you with a range of estate planning, trustee, executor, succession planning and related services. #CorporateVideo #BusinessEssentials #BECorporateVideo http://www.businessessentials.co.za/partner/legacy-fiduciary-estate-planning/
What are the fiduciary duties or obligations of a Florida estate executor? We call an executor of a Florida estate a personal representative. They have fiduciary duties, they have obligations that they are required to comply with. If they don’t comply with those duties or they breach them, they break them, they can be removed, they can be surcharged, and they can be taxed with fees or costs or a fine levied by a probate court. So, you need to understand what the duties are of a Florida estate administrator, or personal representative, and whether they are doing a good job or not. From there, you can determine whether they have breached any of their duties, but with that said, the duties of a Florida estate administrator are as you would expect them to be in most fiduciaries, good faith, fa...
Trustees under trusts you set up, the executor or personal representative under your will, guardians for your children, health care agents under your medical power of attorney (health care proxy), and financial agents under a durable power of attorney, are all fiduciaries. The most important step in all of your estate planning is picking appropriate fiduciaries. But the decision is more involved then most people understand. With some simple checks and balances (e.g. co-fiduciaries), or creating checks and balances, you can have much greater assurance that your fiduciaries will perform their important rules as you wish. This practical video will help you understand how.
by National Advisors Trust Company, FSB December 2014 - This program will explore the initial and annual investment objective setting and execution related to trusts and estates. Using the Uniform Prudent Investor Act as a guide, we will examine the thought process, considerations, documentation and ongoing review of challenging investment decisions. Topics include: • Concentrations • Initial assets • Delegation • Factors to consider
Agent for Fiduciary is when an individual who is either serving as a trustee of a trust or as an executor or personal representative of an estate engages a third party such as U.S. Trust to assist them with the asset management and administration of that trust or estate responsibility. Learn more: www.ustrust.com
Have you ever wondered what the legal responsibilities are of a real estate professional? In order to keep their license and be able to help people buy & sell property, they need to follow a code of ethics and abide by their 'Fiduciary Duties.' David Olson talks about the specific responsibilites that every agent has in the State of Minnesota.