Archive for October, 2009

Estate Planning: The Problems with Joint Tenancy

Attorney, Dwight Tompkins, discusses how the use of Joint Tenancy creates multiple problems for married couples, widows and widowers. He explains how Joint Tenancy is not a true estate plan, but a way to hold title. Various tax and creditor-related problems occur when Joint Tenancy is used in place of an effective estate [...]

Len Green Innovation Discussion – Part 3 of 3

Certificate: www.fdu.edu/edison This video is part of the television series, Voices of Innovation, presented by the Rothman Institute at Fairleigh Dickinson Universitys Silberman College of Business. Viewers learn from industry leaders about best practices relating to innovation. With those insights, they can better understand how to successfully implement innovation at their workplaces.
Leonard C. Green has [...]

Will Challenge Litigation – Part 5

This week on Hull on Estate and Succession Planning, Ian and Suzana continue their discussion on the Will Challenge Process, step by step.
They continue to discuss the process of will challenges in closer detail. What makes a good case? They talk about the five different grounds upon which a will can be challenged:
[...]

Family Farm – don’t leave it to the fairies

Comment: You have done articles on Key Person Insurance and Business Succession Planning. I am a country accountant and I can tell you that farming succession planning is the hardest.
The issue of my client’s family farm Succession is a sensitive one. Succession of the family farm means that dad is either dead or incapacitated. This [...]

Corporate Advisory Insight: CEO Succession Planning

Glenn S. Curtis from Thomson Reuters’ Corporate Advisory Services group discusses CEO Succession Planning
Duration : 0:2:17

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Technorati Tags: Advisory, Corporate, financial, Investor, Relations, Research, Reuters, services, Strategic, Thomson

L.E.A.D.E.R.S.

L.E.A.D.E.R.S. Leading people
L.E.A.D.E.R.S. — Leadership, Energy, Attitude, Discipline, Empowerment, Responsibility and Succession. Includes DVD, CD, Workbook, PowerPoint, handouts and audio file.
A comprehensive three-hour Evergreen Team Concepts Bellingham workshop filmed and designed to address the core competencies your leadership team needs to create an engaging, effective environment for your team, your customers, and your business [...]

L.E.A.D.E.R.S.

L.E.A.D.E.R.S. Leading people
L.E.A.D.E.R.S. — Leadership, Energy, Attitude, Discipline, Empowerment, Responsibility and Succession. Includes DVD, CD, Workbook, PowerPoint, handouts and audio file.
A comprehensive three-hour Evergreen Team Concepts Bellingham workshop filmed and designed to address the core competencies your leadership team needs to create an engaging, effective environment for your team, your customers, and your business [...]