Contractor Business? Succession Plan!
Most contracting companies employ about 20 workers—maybe even fewer. Among the challenges all owners must ultimately figure out is the question of what to do with the company when it’s time to retire. Experts…
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Estate Planning: Don’t Forget…
If you are proactively creating a plan for what ultimately happens to your assets and other valuables you care about, good for you! Your loved ones will be so thankful to have less to…
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Estate Planning: Life In Multiple States?
Although the “snowbird life”—enjoying different times of year in different states—was a thing way before pandemic induced disruptions, new remote lifestyles have made it more possible then ever to live life from two or…
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Choosing An Executor or Trustee
How do you decide who to designate as the executor of a will or trustee of a trust? Estate planning attorneys advise careful attention to making these decisions. Though sometimes families treat the designations…
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Understanding Undue Influence
What constitutes undue influence in an estate plan? What are some of the reasons why beneficiaries might challenge an estate plan over undue influence? How do different states handle claims of undue influence? Read…
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On Time and On Budget?
As competition for labor and materials remains intense throughout the construction industry, completing projects on time and on budget requires ever more creativity. Industry pros provide suggestions about how to re-think “business as usual.”…
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Where’s The Data? Invisibility Challenges
To succeed in the construction business, owners not only need data—they need to quickly access and see the right data to inform decisions in real time. Unfortunately, an industry survey finds that doing so…
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Benefit Management Priority: Cybersecurity
Experts remind employee benefit plan managers that they have increased accountabilities for cybersecurity and must roll up their sleeves to work at the intersections of plan management and technology. Mind The Gap Leaders at…
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Recordkeepers and Their Providers: Diligence!
The role of employers in helping workers plan and save for retirement is growing and recordkeeping service providers are responding with expanded offerings, often provided through third parties. Accordingly, when selecting and monitoring recordkeepers,…
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