Probate: Not All Bad
“Avoid probate,” is a buzzy phrase in estate planning. Keep in mind, however, that though the public process of settling our affairs does take some time and administrative wear and tear, it can be…
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Asset Protection: LLC Vs Trust?
Safeguarding assets is important to everyone, and those who own businesses arguably need to pay particular attention to both company and personal assets. Limited Liability Companies (LLCs) and Trusts can each play a different…
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Probate Drama: Surprise?
When you agree to serve as the fiduciary responsible for the affairs of a friend or relation upon their death, be aware that some drama could crop up, especially if there is no estate…
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Contingent Beneficiaries?
Creating a will is a great way to ensure assets and treasures, be they few or many, end up where we want them to—with designated loved ones, friends or charities. Be careful though: what…
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Go Ahead: Escalate!
In our daily lives we are becoming more and more accustomed to “automatic everything.” With this in mind, though some plan sponsors are fearful that stepping up auto-escalation could deter participation, industry experts point…
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Retirement Intel for Younger Employees
Plan sponsors play a critical role in getting Gen Z employees off to a great start on both retirement savings and overall financial wellness. Toward that end, being a trusted source of information, and…
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The Simplest Way for Agents to Obtain Surety Bonds for their Clients
Colonial Surety accelerates the surety bonding process for insurance agents and brokers. Sign up in minutes for The Partnership Account® for Insurance Agents and, instantly, our digital surety bond portfolio becomes yours. Using…
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IIJA: Funding Update
Construction insiders observe that the impact of federal funding from the Infrastructure Investment and Jobs Act (IIJA) has just begun to be evident, in real time in the marketplace. Read on to stay up…
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Bid More, Bid Better
Knowing how to successfully bid the right jobs is a unique art form in the contracting business. Poor bidding, can result in taking on projects that are financially challenging. Insufficient bidding can choke the…
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