Apathy and Fiduciary Liability?
No retirement plan sponsor sets out to fail in their fiduciary duties. Running a small business can be exhausting, though, with good intentions ending up on the bottom of the to-do list. Pension experts offer…
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Fiduciary Lawsuits and Small Businesses
Were you diligent in your service provider selection process? Are your retirement plan fees too high? Right now, these are especially critical questions for plan sponsors from small businesses. ERISA litigation is having a “trickle…
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Crafting Business: Suds?
As you research your next entrepreneurial endeavor, don’t forget to put a trip to Seattle on your must do list. The collaborative and creative craft brew scene there will give you all the education you…
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Your Own Biz? Mortgage Broker!
Homebuyers hear about mortgage brokers from their friends. That’s why great mortgage brokers have big client lists—and relationships with lenders to meet their needs. With competition for housing stiff, buyers need their mortgages fast. Can…
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Trustee? Ask These Questions First
When a family member or friend asks you to serve as the trustee, it’s an honor, conveying they trust you to look out for the beneficiaries. It is also, of course, a big responsibility. Before…
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Trusts Are Helpful When…
We all need an estate plan. Frequently, a basic last will and testament is a great way to lay out your wishes and leave affairs organized for your loved ones. Sometimes, depending on your intentions…
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Airports Expanding: Billions Allocated
Quick question: What do Kalispell, Montana and Mascoutah, Illinois have in common? Airport expansion! It’s underway in New York City, Denver, LA, Charlotte, San Diego, Dallas, Austin and Orlando, too. Head’s up—bids are flying. Space,…
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Modernizing Business Processes: Notaries
Notaries providing remote online services transform business processes. Gone is the lag time associated with many routine tasks in finance, insurance and legal services. Experts point out that remote online notarization (RON) has additional benefits…
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Can You Execute My Will?
Executing a will is a big responsibility. It takes time and patience, and the administrative chores can be an extra challenge for those grieving. When you create a will, be thoughtful in your selection and…
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