Category Archives: Investments

PI+ Press Release

FOR IMMEDIATE RELEASE Contact: Pat Wardian Telephone: 208-664-8980 Email: PERSONAL INJURY LAWSUITS HAVE NEW RESOURCE TEAM Personal Injury Plus, also known as PI+, has been formed to provide litigation support and case management for personal injury lawsuits. Personal injury … Continue reading

Posted in Estate Planner, Estate Planning, fiduciary, Investments, Trust | Tagged , , , , , , , , | Leave a comment

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

Posted in Duties of Trustee, Estate Planning, fiduciary, Investments, Prudent Investor Rule, Trust, Trust Administration | Tagged , , , , , | Leave a comment

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 , , , , , , , , , , , | Leave a comment

When’s the last time you looked at your 401K or IRA beneficiary designation?

This is a minefield that many folks assume is done correctly.  With volatile asset valuations and and unpredictable tax laws changing the planning landscape for many families, its worth reviewing your estate plans to make sure that ALL of your … Continue reading

Posted in Estate Planning, Investments, Uncategorized | Leave a comment