Q&A
Q: What does the fiduciary do?A: Fiduciary, by definition, means “position of trust”. A fiduciary is your partner, advocate, personal manager, and guardian, as needed. The fiduciary assists the client, or steps into the shoes of the client as directed, in making...
Q&A
A fiduciary is entrusted to manage the financial and/or healthcare affairs for another. Financial affairs often include management of bank accounts, investment portfolios, retirement accounts, real estate, rental properties, timber or ranch land, business interests,...
Q&A
Lisa is a member of the Professional Fiduciary Association of California (PFAC) and the National Guardianship Association, and as such must adhere to the more stringent continuing professional educational requirements of these associations. Please visit the PFAC...
Q&A
We’re located at 535 Third Street, Suite A in Old Town Eureka. Phone:...
