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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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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Complex Family? Estate Plan!
Fact of life: families change—and so do the needs of the individuals in them. Accordingly, financial plans, accounts, documents, named beneficiaries and appointed fiduciaries must be reviewed and adjusted periodically in order to keep…
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Gen Z Beneficiaries?
Born between 1997 and 2012, members of Gen Z are the first generation to have grown up with smart phones and social media embedded in their lives. They are generally thought to be financially…
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Onshoring: Building for Manufacturing
Ignited by the pandemic, interest in the “onshoring” of manufacturing, has resulted in the current construction boom. Suddenly, it seems, top notch, modern facilities cannot be built fast enough. Indeed, analysts report that manufacturing is…
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