Lotus Fiduciary Group

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.

07/02/2025

Our office will be closed on Thursday, July 3rd and Friday, July 4th in observance of Independence Day. 🇺🇸
We will resume regular business hours on Monday, July 7th.
Wishing you and your loved ones a safe and joyful holiday weekend!

04/09/2025

When we think of the word “estate,” we usually think of big mansions and rolling green acreage, but really it’s a legal term for money or assets, regardless of how big or small. This means that estate planning is for everyone, not just wealthy people. Don’t miss our FREE estate planning basics webinar on Wednesday, April 9th, at noon. We will share everything you need to know about building an estate plan that works for you. Please, register now to join us! >> https://absolutetrustcounsel.com/webinars/?el=webinar-FB

04/06/2025

Don't let your retirement accounts end up in probate! ⚠️ Many people spend hours crafting their will or trust, but completely overlook their beneficiary designation forms—the document that OVERRIDES your estate plan for 401(k)s, IRAs, and pensions. Our new blog walks you through 5 strategic approaches to filling these crucial forms, from naming individual beneficiaries to creating charitable legacies. Your loved ones deserve better than legal delays and unexpected taxes. >> https://absolutetrustcounsel.com/5-ways-you-can-fill-out-a-beneficiary-designation-form-and-who-you-can-nominate/?el=blog-FB

03/03/2025

When it comes to securing your legacy, small mistakes can have BIG consequences. Shaylee Holland, President of Lotus Fiduciary Services Inc., joins The Good News with Angie Austin to reveal the most common estate and legacy planning pitfalls—and how to avoid them.

Don’t leave your future to chance. Tune in now! 🎧

🔗 Listen here:

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07/09/2024

Check out our talented President and owner, Shaylee Holland, featured on the latest episode of the podcast, Making Space For... with host Paige Rabon, from A Move Handled With Care. Shaylee shares her expertise on creating a secure future for yourself and your loved ones. Don't miss it!

Ever wonder who you can trust with your most important assets? Attorney Shaylee Holland, owner of Lotus Fiduciary Group, joins the Making Space For Podcast ...

02/16/2024

A great article on how and why to choose a professional fiduciary.

Hiring a Professional Fiduciary is one of the best ways to ensure your estate is executed according to your wishes. Here are some tips for choosing one.