Happy 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...
Read MoreDerek S. Questions Gary Quackenbush about Estate Planning and Trusts.
Listen to get Derek’s perspective on Estate Planning and...
Read MoreEstate Planning – Difficult Decisions Day
Who should be my Trustee? Who should be the Guardian? Gifts to charity. How to “control” distribution- based on age, maturity, or other criteria Is it a good idea to try control distribution? – Or just let them have it all at once? Options for Successor Trustee and Guardian Family or Friend Professional – Private fiduciary or Institution? Distribution Options: Sprinkling Staged @ ages, @ life stages, @ accomplishments, @ land-marks Pooled Trust Successor Trustee’s discretion Words, words, words – how to get it all written...
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