Estate Planning Bootcamp: The Different Fiduciary Roles

Welcome to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning.

First up, Rachel Sass chats with Brent about the different fiduciary roles within estate planning, how they work, what they do, and how they interact. You will learn about the difference between a trustee, personal representative, agent under a financial power of attorney, agent under a health care power of attorney, and guardians.

Getting a handle on this different roles will then inform the discussions in the later four episodes about Wills, Revocable Trusts, Financial Powers of Attorney, and Health Care Powers of Attorney.

Rachel Sass is an experienced estate and tax planning attorney in Arizona, working in the Tucson office of Rimon, P.C.  Rachel has helped clients throughout Arizona establish their individualized estate plans to ensure peace of mind for their families. You can contact her here: https://www.rimonlaw.com/team/rachel-sass/.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.