Bad News? Communicate It!
Running really behind? Hit a snag? Scope of work issue? While it may be tempting to put off giving bad news to customers, proactive communication always turns out best. Make it easier to share unfortunate…
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How Long Is Probate?
That’s a question lots of families find themselves asking upon the death of a loved one. The answer? It depends! Each state has its own protocols, though there are common practices. The length of time…
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Estate Planning: Tips for Collectors
Art? Vintage cars? Antiques? Jewelry? Fashion? Whatever your passion, if you enjoy collecting, you’ll also want to invest in a plan for the future of your treasures. While it is of course important to plan…
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Pay Attention: Older Workers
Driven by a variety of factors, including improved health, shifting attitudes about retirement, and financial necessity, the number of employees aged 65 and older continues to steadily increase. Wise employers are tuning into the trend,…
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Investments: What Does ERISA Say?
More than a decade into lawsuits alleging that retirement plan sponsors have violated ERISA fiduciary duties by offering weak and costly investment options to participants, new claims continue to be filed. What exactly does ERISA…
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Growth Plan? People Plan!
If you are like most construction business owners, you are hoping to grow your business but just can’t seem to make it happen. The good news-bad news is you are very likely your own biggest…
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Information At Your Fingertips?
Got an icky feeling that a build is headed for delay but can’t quite nail down what to do about it? Check your data—you probably already have more intel at your fingertips than you realize,…
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Revocable Living Trusts 101
Setting up a revocable living trust has many advantages as we enter our older ages and become faced with choices about our own care in the event of decline, as well as transferring assets to…
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No Trustee? Consider a Third Party
When a trust is established as part of estate and care planning, a fiduciary must be named to carry out the purpose of the trust. This person is referred to as a trustee. It is…
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