We frequently focus on helping our clients improve the efficiency of their overall workflow. One of our favorite projects to assist in this regard is with the transition to a paperless, or “less paper”, office.
Once you have decided to address your estate planning needs, you may have to make some difficult decisions about who will be the executor (or executrix) of your estate, or the trustee of your trust, because this is the person you will be entrusting to carry out your wishes and manage the estate for your beneficiaries.
The following four provisions of contracts are universally important and are the areas where I am asked to assist most often.
KPIs (Key Performance Indicators) are important for many reasons and may be used in different areas of your company.
Your estate planning documents should reflect your current life situation and support your long-term goals. Here are four simple things you can do now when planning for 2019 and beyond.