Jan 23 2025 26 mins 3
Being a fiduciary is like being a financial superhero with great power and great responsibility.
In this episode of Parenting Impossible, I break down the critical role of fiduciary responsibilities and how to navigate them effectively. Acting as a fiduciary goes beyond managing finances; it requires transparency, organized documentation, and a deep understanding of beneficiaries' needs to make informed decisions. Fiduciaries wield the power to make decisions that significantly impact others' lives. It’s a role that demands not only expertise but also a strong sense of duty and ethics. By embracing this checklist, fiduciaries can confidently fulfill their duties and make a lasting positive impact on the lives they touch.
In this episode, you will hear:
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What key public benefits fiduciaries need to understand and track.
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What important responsibilities fiduciaries should be aware of.
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How fiduciaries can ensure effective financial oversight.
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Why positive relationships and open communication is important in caregiving and fiduciary roles.
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