The last in our series of podcasts on selecting a fiduciary. Should you consider our firm, Fleming & Curti, as fiduciary?
We started this cycle with a general discussion: what does “fiduciary” mean, anyway? And how do you select a successor trustee, personal representative or agent for your powers of attorney? If you don’t think family members are the best choice (or you don’t want to burden them), what professional fiduciary options are available?
At Fleming & Curti, PLC, we occasionally act as fiduciary for our estate planning clients. We also act as fiduciary in other settings. There are, of course, plenty of other options — and we are not the right choice in every case. But you should feel free to discuss the possibility, the costs and how we can address any possible conflicts of interest.