-
Recent Posts
Archives
Categories
-
Join 297 other subscribers
Monthly Archives: October 2011
Too Many Eggs in the Trustee’s Basket
I recently worked on a piece of trust litigation where the deceased Grantor of a Trust restricted the ability of the Trustee to sell a leveraged asset that comprised > 95% of the Trust’s assets. Regardless of the Grantor’s intentions, … Continue reading
Reblog: The Seven Deadly Sins of the Market
Originally posted on theMarketSoul ©1999 – 2021:
As if last week’s (week ending 23 September 2011) turbulence on the world’s stock markets wasn’t enough of an emotional rollercoaster for millions of market participant’s, we will offer only one bit of reflection this…
Posted in Investments, Prudent Investor Rule
Tagged Business, Envy, Gluttony, Greed, Investing, Lust, Market, Pride, Sin, Sloth, Stocks and Bonds, Wrath
Leave a comment
US Rankings for Startup Companies
Normally this blog is focused on estate, trust, and related financial and tax issues. But I’m self-employed and I am a minority owner in an unrelated start up company, so public issues dealing with the economics of start up companies … Continue reading
Cost Basis Research
For the accountants and attorneys out there, here is a link to a great resource for researching the cost basis of investments. I’ve done this manually many times in the past and its quite a chore, particularly where there are … Continue reading
Posted in Estate Planner, Estate Planning, Probate, Trust Administration
Tagged Cost basis
Leave a comment
Is the Trustee you’ve selected qualified and prepared?
Excellent guidelines to use in choosing the appropriate Trustee for your trust(s). The answer is not as simple as you would think. Who is Fit to Be Trustee? Ask me about Trustee Scorecard (TM)
“Inheritances are an equalizing force that mitigates the inequalities found in American household wealth.” Sounds counter intuitive, but check out this article and study: Debunking the “Sin” of Inheritance
Posted in Estate Planner, Estate Planning, Estate Tax, Executor, fiduciary, heirs, inheritance, Trust
Tagged estate planning, estate tax, heirs, inheritance, Wealth
Leave a comment
Joint Ownership of Property Between Generations
I can’t think of any situation where its advisable to use joint ownership where there’s not a better solution, except to keep people like me employed as an expert witness in the resulting litigation. Top 5 Reasons to Beware of … Continue reading
Why Wealth Disappears
Business owners and those who advise them should take note. Why Wealth Disappears.
Idaho Trustee 