Who Should Be Your Trustee?
Who Should Be Your Trustee?More and more families are recognizing the usefulness of trusts for both care plans and estate plans. Attorneys remind us that in addition to thinking critically about the type of trust…
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Wills and Trusts: The Differences Explained
Organizing our assets for distribution to others is obviously important. Even if we have carefully managed to set aside just a little more then we need, gifts will mean a great deal to loved…
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Collaboration Is Key: Building Departments
Proactively establishing relationships with the local building department is essential for running a contracting business successfully. Knowing and following the department’s standards helps to prevent delays, penalties, legal challenges and backtracking on projects. Of…
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Burst of Upgrades: School Buildings
Federal funding from the Elementary and Secondary Emergency Relief (ESSER) allocations has spurred optimism in school districts across the country. Projects that would ordinarily be nearly impossible to tackle are underway. Here are examples—and…
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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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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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