It feels impossible to decide who is best suited to handle your financial or healthcare decisions on your behalf should the time come that you are no longer able to decide these things for yourself. Equally daunting is who to task with carrying out your wishes when you pass away. Considering not only who to choose, but how to choose feels weighty. In an effort to help my clients navigate this naming process, I’ve made a list of considerations - in order - of what I feel should be the priorities in naming a fiduciary.
With regard to the priority of appointment, several factors come into play. My top five are as follows:
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