Category Archives: Trust
Here is an excellent review of important considerations when choosing a Trustee for your Trust. These considerations also apply when you are choosing a Personal Representative or an Executor. Who can you trust…with your Trust?
Personal Injury Plus, or PI+, is a collaboration with a couple of local professionals, Pat Wardian and Dan Brownell. My role is to provide consulting expertise when there is trust solution being considered as part of a personal injury settlement. … Continue reading
The Uniform Principal and Income Act (the “UPAIA”) was completed by the Commissioners on Uniform State Laws in 1997. The UPAIA was adopted shortly afterward by the State of Idaho. It has been adopted as of the writing of this … Continue reading
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
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
FOR IMMEDIATE RELEASE Contact: Pat Wardian Telephone: 208-664-8980 Email: firstname.lastname@example.org 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