07.10.2015
Just How Important is the Trustee of an Estate?
Placing an individual in the role of trustee for your estate is something that should be done with care. This person will serve as a …
Just How Important is the Trustee of an Estate?
Placing an individual in the role of trustee for your estate is something that should be done with care. This person will serve as a fiduciary, remaining responsible for managing your assets. It’s important that the trustee and the person hiring such an individual understand that trusteeship is not a quick or simple job. This position requires energy, common sense, and willingness to focus on the finer details. 
When hiring a trustee, it’s important to be clear about all details and be willing to reconsider the relationship if life conditions of either party change over time. If you are not comfortable with an individual serving in this role, institutional trusteeship is one option.
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Blog
07.09.2015
Fast Facts on Medicaid Recovery and the Affordable Healthcare Act
As a result of a federal law that became active in 1993, states were required to recover long-term care expenses for those aged 55 and …
07.07.2015
Business Valuation for the Purposes of Exit Planning: It’s a Priority Task
One of the most important aspects of valuing a business is in the timing- you must have the will to do it now and carry …
07.07.2015
Asset Protection Tips: Legitimate Captives
The IRS recognizes the legitimate business concern of creating a small and closely-held insurance company in order to cover some of the risk associated with …
07.06.2015
The Dangers of Social Isolation for Elders
As children grow older and leave the home, as retirement takes away much of the interaction with work contacts, and as the possible loss of …
07.03.2015
Asset Protection Tips: How to Handle Cutting Off Alimony if Your Spouse Has Moved On
If you were party to an alimony arrangement where the other spouse has received benefits, it’s not uncommon for circumstances to change over time. Alimony …
07.02.2015
Business Succession Advice: What to Know About the Unsolicited Offer
If someone comes to you seemingly out of the blue to make an offer on your business, tread carefully. Although this can seem exciting, you …
07.01.2015
Estate Planning: Wills for Heroes
Putting together wills and powers of attorney are cornerstones of estate planning. In the aftermath of 9/11, an attorney in South Carolina approached first responders …
06.30.2015
Fast Facts on Holding Companies: Part 2
If you tuned into yesterday’s post, you saw the basic information about how holding companies work and the general situations where they make sense for …
06.29.2015
Fast Facts on Holding Companies: Part 1
If you’ve been wondering about whether a holding company could benefit you, read on through this first part of a two-part post. A holding company …
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