by Christine | Jun 5, 2012 | Uncategorized |
If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and probity. Unfortunately, it is also a major responsibility. A trustee should be, first and foremost, a “trustworthy” person. A trustworthy trustee acknowledges...
by Christine | May 3, 2012 | Uncategorized |
I just recently added an educational video on special needs planning to my website. If you know of anyone who could use this type of planning, please share it with them. Check out my other educational videos on my YouTube channel. R. Christine...
by Christine | Jan 27, 2012 | Uncategorized |
Here's an irony: Even as the U.S. government is cracking down on illegal foreign accounts, other new laws and proposals could present big incentives for the wealthy to move more money offshore. If you’ve been keeping up with the IRS news, then you’ve probably been...
by Christine | Jan 7, 2012 | Uncategorized |
The findings, the investigators pointed out, indicate that the key wealth creation vehicle is not the firm but the family Legacy companies – those incredible companies that have lasted for generations within a family, some 100 to 150 years, and continue to grow –...
by Christine | Dec 28, 2011 | Uncategorized |
Business owners should rethink what they "know" about sponsoring retirement plans, says the founder of a firm that administers 401(k)s for small companies. It’s the last week of the year, and if your small business does not already have an employee...
by Christine | Nov 23, 2011 | Uncategorized |
Whenever making loans — to anyone — there should be a written promissory note that spells out the amount borrowed, whether interest is being charged and how repayments are to be made. It’s fine if it’s merely a demand loan and there’s no repayment schedule. But...
