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Difference between revisions of "Four Key Duties of a Fiduciary"
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Four Key Duties of a Fiduciary (view source)
Revision as of 02:58, 23 March 2018
, 02:58, 23 March 2018→Duty 2. Manage Martina's money and property carefully
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Make sure her home and any other property is heated (in cold weather) and insured. | Make sure her home and any other property is heated (in cold weather) and insured. | ||
Check any insurance policies. Cancel any policy Martina doesn't need. If Martina will be out of the home for any extended period of time, consider getting vacancy coverage. Without it, insurance coverage may be denied if a home is vacant for a certain period of time. | {{PLSTipsbox | ||
| text = Check any insurance policies. Cancel any policy Martina doesn't need. If Martina will be out of the home for any extended period of time, consider getting vacancy coverage. Without it, insurance coverage may be denied if a home is vacant for a certain period of time. | |||
}} | |||
===Take steps to have the power of attorney accepted=== | ===Take steps to have the power of attorney accepted=== | ||
