Family Affaires published my article on being a successful fiduciary this week -It’s a wonderful group blog that is chock full of information about caregiving and about life’s transitions, such as divorce. I am a regular contributor. Here is a quick preview!
One of the most intimate positions you can have is to be trusted to handle someone else’s finances. This is called being a fiduciary. Generally, the person who names you is known as the Principal, and you are acting as his or her Agent. It is a huge honor, but also a huge responsibility. It can be nerve wracking! To read more, go to their website…