I will admit it: sometimes, it’s hard to follow through on all our good intentions. Whether you pick up a nice slice of cake on a tough day, guiltily savor a fizzy, sugary soda, or have to drop a coin in the curse jar, forgive yourself and don’t let the indiscretion...
If your elderly parent or relative has appointed you as their attorney-in-fact to help them manage their finances or you act as their guardian or conservator, you have both legal and ethical obligations in your role as a fiduciary. Basically, as a fiduciary you are...