What to do if the Successor Trustee is doing a bad job.
TODAY’S NEW FEATURE . . .”GOOD QUESTION, THANKS FOR ASKING . . . ” Q1: My parents died several years ago and my brother is the trustee of their trust. I don’t think he is following the trust but he will not talk to me. How can I motivate them to do his job? How can I find out what is going on with the trust and mom and dads property? Q2: I am 33 years old and happily married with 2 small kids. We do not own a house. I have life insurance and a 401k at work with $80,000 in it. Do I need an estate plan? Q3: I have a small maintenance business that bring in...
Read MoreHappy Thanksgiving
Happy Thanksgiving Grateful to be with my granddaughter Adisyn Thanksgiving is pretty much my favorite holiday. I love Christmas with all its magic, the beautiful decorations, the wonderful spirit, and the thrill presents, but at Thanksgiving the expectations to make the holiday great are so much lower. Even with a big feast, Thanksgiving is a simpler holiday. Thanksgiving is simply a time to be with family and friends, to remember lost loved ones, and to enjoy time together. To say I am grateful for the Covid-19 pandemic would be an overstatement, and probably shock a few people, but I am...
Read MoreLearn how to be a Successor Trustee from Gary
Learn how to be a Succesor Trustee from Attorney Gary Quackenbush of GQ Law. If you have been named as the Successor Trustee of someones Trust, you are probably wondering what you are in for. Gary explains in 13 minutes the basic requirements and duties of a Successor Trustee. He gives you a list of the things you need to do and some ideas on how to get the job done...
Read MoreBookkeeper, Enrolled Agent, CPA, or Attorney?
Bookkeeper, Enrolled Agent, CPA, or Attorney? By Christina Hebert, Atty., CPA. of GQ Law You’re thinking about starting a business, or you’re already in business, and now you have to decide – who do I look for to help me with my financials and taxes? The answer is – it depends. The answer on who you should hire is entirely dependent on the situation that you’re in. If you’re just starting a business – going to a CPA or an attorney or preferably both is your best option. A CPA, typically, has a well-rounded background. They have gone to school studying business and...
Read MoreHow Will You Measure Your Life?
How Will You Measure Your Life? In 2010, management scholar and innovation expert, Clayton Christensen, posed this question to the graduating class of Harvard Business School, then asked it in a Harvard Business Review article, and then wrote a book on the question. I pose this question to all of you, myself included – how will you measure your life? Tyler and Gary atop “the Diving Board” on Half Dome in Yosemite after climbing “Snake Dike” route to the top. Measuring your life’s success is part of the process of looking around to see how you are doing. How is it that...
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