Wills, Trusts and Digital Assets
When creating a will or trust, of course it is important to make decisions about the future of tangible assets like money and property. Attorneys now remind us that we have to consider our…
Read Moreabout Wills, Trusts and Digital Assets
Updating A Trust Agreement
The creation of a trust is a big lift and an increasingly important step toward arming our loved ones with a solid estate plan. Attorneys remind us that once a trust and estate plan…
Read Moreabout Updating A Trust Agreement
Considering a Professional Trustee
Increasingly, people are recognizing the value of establishing trusts as part of their estate plans. When it comes to designating a fiduciary to administer the trust, it is typical to turn to a close…
Read Moreabout Considering a Professional Trustee
Pet Trusts Explained
As trusted companions, pets are becoming ever more meaningful in the lives of many people across the country. Animal care experts remind us that it is important to plan for what happens to our…
Read Moreabout Pet Trusts Explained
Retirement Security?
Gender, race and ethnicity continue to play a big role in our chances for retirement success. The 20th annual retirement survey from Allspring Global Investments provides the latest intel on gaps, pointing to the…
Read Moreabout Retirement Security?
New Compliance Pressures: Secure 2.0
National risk management experts point out that although widely embraced, the comprehensive new Secure 2.0 legislation brings new compliance responsibilities for retirement plan sponsors. Here’s what you need to know—and do. A Litany…
Read Moreabout New Compliance Pressures: Secure 2.0
Smarter Not Harder
It’s not a secret that construction is physically taxing work. It’s also not a secret that there’s a labor shortage, or that the building industry has been notoriously slow to adapt new technologies. Now,…
Read Moreabout Smarter Not Harder
Trying Something New
Sometimes “the tried and true” approach leads to great results. Then again, some builders succeed by “tuning out the noise,” and following their instincts as they pave new paths. Interestingly, “something new” does not…
Read Moreabout Trying Something New
7 Trucks—and Growing
That’s the story of one busy builder, who worked for others while getting his own business off the ground. Risk taking and hard work typically play starring roles in successful businesses. Here are insights and…
Read Moreabout 7 Trucks—and Growing