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Monthly Archives: February 2012
The Power of Words
The words we use can fall flat or they can be powerful. You must watch this video and then use the idea to re-evaluate how you say what you say, about yourself and about your business.
Entrepreneurialism and Jobs
A departure here from my usual posts regarding trusts and estates, but I’m an entrepreneur offering several services and products within three separate entities. The article by Walter Russell Mead to which I’ve linked below hits the nail on the … Continue reading
Posted in Uncategorized
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Death Tax on the Middle Class
Sen. Max Baucus (D-Montana) attempted to sneak this provision into the transportation bill currently working it’s way through the Senate. It was removed, but Baucus has made it clear that this is a high priority for him. By taking away … Continue reading
Posted in Estate Planner, Estate Planning
Tagged 401K, estate planning, inheritance, IRA, retirement planning
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Estate Tax Attorney and Accountant Full Employment Act of 2012
Of course, that is not the title of any piece of legislation, pending or passed. In Obama’s budget proposal, presented the other day, tax rates are raised for the mostly hard-earned (and previously taxed) assets of dead people. In addition, … Continue reading
Selecting a Trustee: Other Considerations
What criteria do you use to choose a fiduciary or to assist a client in choosing a fiduciary? Many of us, particularly those of us who are professional advisors, are familiar with many of the legal, financial, and even risk … Continue reading
Posted in Duties of Trustee, Estate Planner, Estate Planning, fiduciary, Prudent Investor Rule, Trust, Trust Administration, trust beneficiary, trustee
Tagged corporate fiduciaries, estate planner, estate planning, Fiduciaries, fiduciary, Professional advisors, Trust, Trust officer, trustee
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Idaho Trustee 