Tag Archives: fiduciary

Trusts, Obamacare, and the New Tax Act As pointed out in the article in Forbes, to which I’ve linked in the title of this post, both the 3.8% surcharge on investment income required by Obamacare and the tax increases on … Continue reading

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“TRUSTEE SCORECARD®” TRADEMARK REGISTRATION AWARDED

 Masterson Receives Registration by US Patent and Trademark Office Serving as a Trustee of a Trust can be a daunting process for even the most well-prepared person.   The personal liability for a Trustee can be overwhelming, if the Trustee is … Continue reading

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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

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PI+ Press Release

FOR IMMEDIATE RELEASE Contact: Pat Wardian Telephone: 208-664-8980 Email: pat@wardianwealth.com 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

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Advice for Executors: Get Help

Having cleaned up many messes created by people with good intentions, I highly recommend individual executors, personal representatives, and trustees obtain and follow the advice of qualified advisers. Estate Executors: An Honor…and a Pain

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Avoiding Heir-raising Horror Stories

Encourage your clients to plan intentionally for their children.  They do their children no favors when the kids are given responsibilities for which they are unprepared. Goodbye Family Fortune

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Trustees and the Attorney-Client Privilege

The fiduciary exception to attorney-client privilege is fertile ground for trust litigation.  I’ve seen many situations where the attorney is advising  his or her client on the same matter, with the client as the Trustee and as the beneficiary of … Continue reading

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