Episode 34 - Lori Beth Merrill - The Essential Role of Fiduciaries in Estate Planning

Meet Lori Beth!

In this conversation, Zane interviews Lori Beth Merrill, a professional fiduciary, who explains the vital role fiduciaries play in estate planning and management.

Lori Beth shares her personal journey into the field, the services fiduciaries provide, and the emotional dynamics involved in working with families during sensitive times. She emphasizes the importance of having a solid estate plan and the need for fiduciaries in various situations, including special needs trusts.

The discussion also touches on the qualifications needed to become a fiduciary and the advice for success in this rewarding yet challenging profession.

Takeaways

- A fiduciary acts as a professional child for estate management.

- Expecting children to handle estate duties can be burdensome.

- Fiduciaries help op ...