Lotus Fiduciary Group

09/21/2026

Our newest blog, “Becoming Parents Changes Everything—Including Your Estate Plan,” covers some of the important decisions every new parent should consider.

Because planning for the unexpected isn’t pessimistic—it’s an act of love.

Read the full blog:

Few moments transform your priorities like welcoming a child into your family.Suddenly, planning isn't just about protecting yourselves—it's about protecting someone who depends on you completely.Unfortunately, many new parents delay updating their estate plans until years later.That delay can lea...

09/18/2026

We love seeing our team get involved and support great causes! Our Director of Finance recently hit the links for a golf tournament benefiting Grand Canyon University Dance Team and took 2nd place!

It was a beautiful day for golf, connection, and giving back. We’re proud to support our team members as they make a difference both inside and outside the office.

09/09/2026

Check out our YouTube Channel for a conversation with Shaylee Holland about Professional Fiduciaries.

What exactly does a fiduciary do—and when might you need one?Shay...

08/31/2026

Many newlyweds assume estate planning is only for the wealthy or the elderly, but creating a plan now ensures your spouse is protected if the unexpected happens. Here are 10 conversations to have with your spouse:

Getting married is one of life's most exciting milestones. Along with combining your lives, you're also combining financial responsibilities, future goals, and the promise to care for one another through every stage of life.While many newlyweds spend months planning the perfect wedding, far fewer sp...

08/06/2026

Our latest blog goes into the realities of having your children serve as Trustee.

07/01/2026

Settling a loved one's estate can be overwhelming, and even small mistakes can lead to unnecessary delays and stress. Our latest blog shares practical tips to help families avoid common estate administration pitfalls and navigate the process with confidence.

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Losing a loved one is one of life's most difficult experiences. Unfortunately, that's also when families are often expected to make important financial and legal decisions—many of which they've never faced before.Even when someone has a will or trust in place, settling an estate can quickly become...

06/02/2026

Our Latest Blog Post! Trustee vs. Power of Attorney vs. Conservator: What’s the Difference?

When families begin planning for aging, incapacity, or the management of assets, they often hear terms like Trustee, Power of Attorney, and Conservator. While these roles may sound similar, they serve very different purposes.Understanding who does what can help families make informed decisions and a...

05/06/2026

Our newest blog post highlights some of the underlying causes of conflict amongst siblings during estate and trust administration and practical ways families and fiduciaries can help reduce tension before disputes escalate.

Helping Siblings and Step-Siblings Navigate Estates, Trusts, and ConservatorshipsFew things are more emotionally charged than family decision-making during times of crisis, loss, or transition. When aging parents need assistance, a loved one passes away, or difficult financial and healthcare decisio...

04/21/2026

Check out our new blog! The Lotus Perspective.

When faced with complex decisions, having a professional by your side can make all the difference.

07/31/2025

Unfortunately, this is not uncommon.

Jane Buffett wants a court to replace her co-trustee, claiming that he mistreated her and neglected to provide key financial information.