Moving to a New State? What About The Trust?
If you have made an estate plan and established a trust, good for you: a proactive approach to care and asset arrangements for life’s later years is best. Even if you end up deciding to…
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Family Harmony: Avoid Ambiguity
Thoughtful estate planning can accomplish so much. Through estate planning we can address our own financial and care needs in preparation for aging. We can target assets to give to others, and ensure they are…
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Want More Customers? Make It Easier…
Amazon changed buying for everyone. Though many of us find ourselves in a love/hate relationship with the giant, business owners have to admit it: ease is now a baseline customer expectation. How can you make…
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Preventing Legal Challenges To Estate Plans
Unusual decisions. Secrets. The sudden, intense involvement of new friends. Suspicion of undue influence. These are the kinds of circumstances that can lead to a will or trust being legally challenged. Then too, more ordinary…
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What Is Probate Litigation?
Simply put, probate litigation is a legal contest about the assets and affairs of someone who has died. Probate litigation can also result from conflicts over the best interests of an individual experiencing a capacity…
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Weathering The Storm?
Spring’s arrival often brings a surge in construction activity, which is good news for builders. Unfortunately, heavy wind, rain and unpredictable weather can make things really difficult on people, projects, and ultimately, profitability. Read on…
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Accounting: Magic Wand?
When done well, automating the accounting tasks involved in running a construction business can certainly result in efficiency gains. Here’s the hitch though: a lack of understanding about your financial operations, and errors in your…
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Sink or swim? Onboarding Please
After scurrying to make a hire and get the project moving, you send a newbie off with a few instructions, an old copy of the safety procedures, and hope for the best. You hired them…
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Good Idea: Successor Trustee
Many people find that establishing a trust is a great approach to estate planning. Trusts can be set up to accomplish a variety of goals both during our lifetimes and after we die. When creating…
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