Trustee Powers and how to comply
From personal experience, I can tell you that many of the things that go wrong with trusts starts with trustee powers, or rather the misinterpretation or ignorance of said powers. In this episode I ad...
3 Kesä 20218min
Ten tips for leading companies out of crises
Even good entrepreneurs can miss the early signs of distress – The first step is to acknowledge there’s a problem. In this episode I discuss ten tips for leading companies out of crises For more info...
27 Touko 20219min
Financial distress
Financial distress is a term commonly used in corporate finance that describes any situation where an individual’s or company’s financial condition leaves them struggling to pay their bills, especiall...
20 Touko 20217min
The impact of financial stress and 5 ways to deal with it
Even during the best of times, financial problems are a significant source of stress and anxiety for many of us. Money concerns can take a toll on us, and that stress can negatively impact our health ...
6 Touko 20217min
What is estate liquidity and why is it important?
We all know the saying "death & taxes". When last did you assess your estate liquidity? Will you have enough cash to pay the tax man when you die? In this episode I talk about estate liquidity and th...
29 Huhti 20217min
Why does it take so long for deceased estates to be finalized?
Ever wonder why finalizing a deceased estate takes so long? How many horror stories have you heard of estates that dragged on for years? In this episode I talk about the timeframes when dealing with ...
22 Huhti 202110min
How to wrap up a deceased estate
I am often asked to assist with the wrapping up of deceased estates. Ever wonder about the process of wrapping up deceased estate? In this episode I talk about the processes to follow when dealing ...
9 Huhti 202119min
Assets to trust
Ever wonder how discretionary trusts acquire assets? I'm often asked how assets 'get into the trust'. In this episode I talk about how discretionary trusts acquire assets. For more information on ho...
5 Maalis 20219min
