The Estate & Asset Protection Law Firm Owner, Shannon Pawley, Writes About The Various Roles Professional Fiduciaries Perform Beyond That Of Financial Advisor, And What To Expect When Using One.
The Estate & Asset Protection Law Firm Owner, Shannon Pawley, explains the variety of functions that the term “fiduciary” applies to and what to expect when using a professional versus non-professional fiduciary.
DECATUR, GA, June 9, 2023: Shannon Pawley, Owner of The Estate & Asset Protection Law Firm, has posted a new article on the law firm’s website entitled “When To Use And What To Expect When Using Professional Fiduciaries.” Ms. Pawley expands the meaning of “fiduciary” beyond the financial profession.
According to Pawley, “Most people who have heard the term “fiduciary” typically think it applies only to financial advisors. However,” she continues, “the term encompasses much broader territory. Black’s Law Dictionary defines a fiduciary as a person “invested with rights and powers to be exercised for the benefit of another person.” So, as you can see,” she emphasizes, “fiduciary is a legal term that can apply to professionals as well as non-professionals legally designated as representatives entrusted with the care of property or funds. Depending on the complexities of your individual circumstances it may make more sense to hire professional fiduciaries from whom you can expect scrupulous good faith and candor.”
Pawley goes on to list the various roles which include Personal Representative, Conservator, Trustee, and Agent, Advisor, or attorney-in-fact. She explains these different roles as they apply to her specialty of estate planning and probate law.
The entire article can be read at LINK HERE
About The Estate & Asset Protection Law Firm
The Estate & Asset Protection Law Firm was established to serve the legal needs of retiring citizens. The Firm focuses its entire practice on providing strategies to protect independence, privacy, assets and taxes from the government. Shannon Pawley has grown her law practice by providing excellent customer satisfaction with personalized wealth protection plans.
About Shannon M. Pawley, J.D., LL.M
As the owner of The Estate & Asset Protection Law Firm, Shannon M. Pawley and her entire team share a passion which focuses on being able to serve the legal needs of retiring individuals. In our firm, WE BELIEVE that people should not have to lose everything they’ve worked a lifetime to earn and that every person is an individual who deserves respect and the highest quality of life possible, regardless of age or ability. We also believe that privacy and protection are the keys to personal peace. Born and raised in the Tidewater area of Virginia to a tightknit family with strong military service roots, Shannon learned from an early age the value of hard work and the importance of social awareness to ensure you always leave a situation in a better place than how you entered it. In her junior year of high school, Shannon served as U.S. House of Representatives Page during the 101st United States Congressional Session in Washington, D.C. This experience exposed her to numerous new cultures and worldly issues. Walking away from her experience as a U.S. House of Representative Page, Shannon knew that she wanted to pursue legal studies and be able to assist others in obtaining the best results available in difficult situations.
Shannon earned her undergraduate degree at North Carolina Wesleyan College and pursued a law degree from Michigan State University College of Law. After obtaining her law degree and becoming a licensed attorney in Michigan, she continued her educational pursuit by acquiring a LL.M. (Master of Law) in Taxation from Wayne State University. After moving to Georgia in 2018, Shannon obtained her Georgia law license and has enjoyed being able to pursue her desire of ensuring persons are able to age with dignity, grace and independence.