Trusts And Estates
11.25.20
09.28.20
Considerations when choosing a trustee
Choosing the right trustee for your trust is an important step. Rest easier knowing your trust will be in the right hands by considering these six factors.
Category Trusts And Estates
09.11.20
University fiduciary considerations in the time of COVID-19
The COVID-19 pandemic is an accelerant to change within higher education, forcing governing boards to consider the impact and sustainability of their college or university.
Category Trending
08.31.20
What exactly is a trust? Do I need a trust? What kinds of trusts are there? How are trusts administered?
Category Trusts And Estates
08.27.20
Planning for a potential change in the White House and Congress
Any election year has financial implications and 2020 may have more than usual due to COVID-19 and the situation we have in the U.S.
Category Trusts And Estates
06.29.20
Receive an IRS refund in error. Should you keep it?
What should you do if you receive an erroneous refund from the IRS? The short answer is no, you should not keep it.
Category Trusts And Estates
05.04.20
DOL, Treasury and HHS release joint regulations extending...
DOL, Treasury and HHS issued joint regulations extending ERISA-related compliance deadlines in the event of a public health emergency.
Category Benefits
04.07.20
Finding out if there is life insurance coverage
You can determine if a loved one was covered by life insurance even if the original policy cannot be found.
Category Trusts And Estates
03.12.20
How did we get here? A background on social impact investing
A background on social impact investing.
Category Real Estate
