Managing a Trust or Estate

Managing a Trust or Estate  Managing a trust or estate has many challenges including investments, valuations, trustee/executor concerns, beneficiary concerns, and legal and accounting issues. You as the trustee/executor have the responsibility to make sure it all gets...

Hiring the Right Professional

Hiring the Right Professional  Do you take the time to hire the right professional for you? A recent tax case has highlighted the importance of hiring the right professional.  This case involved a situation where the tax court ruled the IRS instructions were not to be...