Co-Trustees vs. Single Trustee—Which Should You Choose?
Echelon Blog, Law, Trusts and EstatesDeciding whether you should appoint co-trustees vs. a single trustee to manage your trust should be taken seriously. You should also seek […]
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Why Achieving Family Continuity in the Family Office Space is So Important
Echelon Blog, Echelon Insider Newsletter, Family Office, PlanningNurturing legacy with family offices is the key to sustaining success across generations. In the world of successful families and entrepreneurs, family […]
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Estate Planning is Not Just for the Rich
Echelon Blog, Law, Trusts and EstatesGiven the ever-increasing values of our properties, people are likely worth much more today than they realize, even much more than a […]
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Is Your Trust Properly Funded?
Echelon Blog, Law, Trusts and EstatesNo one plans to fail, but plenty of people fail to plan! Inaction leads to failing in your estate planning goals. Ultimately, […]
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Young People Need Estate Planning, Too!
Echelon Blog, Law, Trusts and EstatesOnce your child turns 18, they are defined under the law as adults. Conscientious professionals know that it is a misconception that […]
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Banking In a Shifting Economy
Banking, Echelon BlogDomestic banks are safe… unsafe… not sure? Here is an historical perspective on banking in this shifting economy. Most Americans alive today […]
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The IRS Took Everything, Including My Passport. Now What?
Accounting, Echelon BlogOkay, you just got off the phone with your favorite bookie, I mean travel agent. You’ve booked that long overdue trip of […]
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Are Your Business Expenses “Ordinary and Necessary”?
Echelon Blog, TaxesHey IRS, Everything I Do Is Ordinary And Necessary After decades of toiling away for The Man, unappreciated, underpaid, disrespected, and all […]
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I Built an Accounting Department and Everyone Hates Them
Accounting, Business Development, Echelon BlogOne of the top frustrations that company owners and senior executives have is communication with their accounting/finance department. Consequently, the accounting department […]
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Bosses Bearing Year-End Gifts
Echelon Blog, TaxesHey IRS, that is a gift from my boss, what do you mean it is taxable? After years of dedicated and mostly […]
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Business Hurdles 2023
Echelon Blog, Planning, Running A BusinessThe year 2022 has been full of business hurdles for many companies. Unfortunately, 2023 looks like more of the same. Yes, business […]
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How to Fail at Annual Budgeting
Accounting, Budgets and Forecasts, Echelon Blog, Planning, Running A BusinessAn annual budget creates a roadmap to success—at least that is what has been drilled into every business owner. But there is […]
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