Stormy Weather
Who is going to tackle the work of rebuilding in Florida after Hurricane Ian? That’s a question on a lot of minds—and not just in Florida. As storms of every kind continue to surprise…
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Things Still Have To Get Built
We can make predictions about inflation, slow downs and recession all we want, but at the end of every day, week and month, things still have to get built, right? Whether it’s time to…
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Stay Alert:Recordkeepers
Understandably, retirement plan sponsors rely on their record-keeping service providers to stay on top of a lot—including hundreds of rules. However, even with great effort, recordkeepers make mistakes, so plan sponsors are advised to remain…
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Investment Professionals: What’s The Deal?
It makes good sense for retirement plan sponsors to contract with an investment professional for guidance on the plan. Unfortunately, many plan sponsors are unclear on what, if any, fiduciary responsibilities the investment professional is…
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Go Time?
Though times are challenging in many ways, public agencies at the local, state and federal levels are making funds available for important builds big and small. Of course there are regulatory challenges involved in…
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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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