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How can a professional fiduciary help your family manage trusts, estates and financial affairs?

This week’s interview on Financial Insider Weekly is with professional fiduciary Richard Lambie. Our interview subject is “The role of the professional fiduciary”.

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What are the duties of a trustee?

This week’s interview on Financial Insider Weekly is with attorney Robert E. Temmerman, Jr. of Temmerman, Cilley & Kohlmann, LLP. Our interview subject is “I’m an trustee! Now what?”

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What are the duties of an executor?

This week’s interview on Financial Insider Weekly is with attorney Robert E. Temmerman, Jr. of Temmerman, Cilley & Kohlmann, LLP. Our interview subject is “I’m an executor! Now what?”

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What are basic elements for an estate plan?

This week’s interview on Financial Insider Weekly is with Raymond Sheffield, attorney at law. Our interview subject is “A survey of estate planning basics”.

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What should you know about estate planning for retirement accounts?

This week’s interview on Financial Insider Weekly is with Raymond Sheffield, attorney at law. Our interview subject is “Estate planning for retirement accounts”.

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What estate and gift tax problems are there for a non-citizen spouse?

This week’s interview on Financial Insider Weekly is with Raymond Sheffield, attorney at law. Our interview subject is “Estate and gift tax problems for a non-citizen spouse”.

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How a collaborative team can help preserve your legacy

This week’s interview on Financial Insider Weekly is with Alan L., Nober, attorney at law. Our interview subject is “How a collaborative team can help preserve your legacy”.

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What estate and gift tax problems do same sex couples have?

This week’s interview on Financial Insider Weekly is with Professor Patricia Cain of Santa Clara University School of Law. Our interview subject is “Estate and gift tax problems of same sex couples.”.

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How to use Special Needs Trusts to provide for disabled family members

This week’s interview on Financial Insider Weekly is with attorney Naomi Comfort of The Silicon Valley Elder Law Group, PC. Our interview subject is, “Speicial Needs Trusts”.

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How to promote community giving as a family value

This week’s interview on Financial Insider Weekly is with attorney John Hopkins of Hopkins & Carley. Our interview subject is, “How to promote community giving as a family value”.

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