10 Simple Steps For Your Estate Executor’s Duties During the Probate Process Family Tree Estate Planning has created this helpful infographic and document explaining the 10 simple steps to help your Estate Executor’s duties throughout the Probate process. Here’s a PDF version of the Estate Executor’s Duties:
What You Should Know Before Hiring a Tax Attorney or a CPA via @UpCounsel Blog
What You Should Know Before Hiring a Tax Attorney or a CPA This article was originally published on UpCounsel. I see or talk to my CPA about once a week. That may seem a little extreme, but it’s because he’s brilliant, he gives great advice, and because he’s also my dad. Many […]
What to Do If Your Business Is Selected for a Tax Audit via @UpCounsel Blog
What to Do If Your Business Is Selected for a Tax Audit This article was originally published on UpCounsel. By UpCounsel Business Attorney Leah Jacobs Don’t Panic This is my first bit of advice to anyone who has a business selected for a tax audit. Whether you are a small business CEO or a […]
What Does the New Tax Bill Mean for C-Corporations? via @UpCounsel Blog
What Does the New Tax Bill Mean for C-Corporations? This article was originally published on UpCounsel. By UpCounsel Business Attorney Ramsey Taylor Startup founders often have a lot of questions, but one of the most common is whether they should set up a C-Corporation for their new business. Alternatives usually considered are the […]
Tax Business Plan Template: Everything You Need to Know via @UpCounsel Blog
Tax Business Plan Template: Everything You Need to Know This article was originally published on UpCounsel. Its a strategy for all aspects of your business. It is a necessity for those looking to start a tax preparation or tax consulting business.3 min read A tax business plan template is a strategy for all […]
What is a Contract? Everything You Need to Know via @UpCounsel Blog
What is a Contract? Everything You Need to Know This article was originally published on UpCounsel. What is a contract? Contracts are a part of our everyday world. A contract might include a simple transaction at the local store.3 min read What is a contract? Contracts are a part of our everyday world. […]
Type of Corporations for Small Business via @UpCounsel Blog
Type of Corporations for Small Business This article was originally published on UpCounsel. There are five types of corporations for small business to select from. They include sole proprietorship, partnership, LLC, C corporation, and S corporation.3 min read There are five types of corporations for small business to select from. They include sole […]
How to Hire a Great Business Lawyer? via @UpCounsel Blog
How to Hire a Great Business Lawyer? Written by Arleen Atienza This article was originally published on UpCounsel. A good foundation is crucial in starting any business and one of the pillars that keep a business stout and upright is a great business lawyer. As a business owner, you want to allot your […]
Online Estate Planning: How To Make a Will For Your Digital Life – via @AZCentral
Online Estate Planning: How To Make a Will For Your Digital Life This article was originally published on AZCentral. Big-name websites and companies can track your activities to deliver targeted advertising and build up an astonishingly detailed profile. Question: Do you have suggestions for creating a digital will? Answer: Estate planning is one of […]
Asked: When is a good time to create a living trust? via @AZCentral
This article originally appeared on AZCentral.com – Please access the original article by clicking HERE. At what point in your life should a trust be established? Is it based on what you have such as money, stocks or tangible assets? Is wealth an issue? Answer: Arizona Republic personal finance writer, Russ Wiles, explains the ins […]
Upon Death, Are Business Assets Subject to Probate? via @AZCentral
This article originally appeared on AZCentral.com – Please access the original article by clicking HERE. Question from Anne in Prescott: My father recently passed away. His only asset of any value was his small manufacturing business Corporation. Is his business subject to probate? Answer: Anne, to answer your question I need to briefly answer a […]
Introduction to Probate – via @AZCentral
This article originally appeared on AZCentral.com – Please access the original article by clicking HERE. Motley Fool: Introduction to Probate When we die, our assets often go into probate. It’s important to understand the probate process to help in your estate planning. Probate is the legal process of administering an estate once someone dies, and […]
How To Avoid the Cost and Headaches of Probate Court – via @AZCentral
This article originally appeared on AZCentral.com – Please access the original article by clicking HERE. Staying out of probate court can save you thousands of dollars, time and frustration. In Maricopa County, there are about 22,000 probate cases a year, and the caseload has steadily increased in recent years. The term “probate” refers to the […]
What is probate court, and how can you avoid it? via @AZCentral
This article originally appeared on AZCentral.com – Please access the original article by clicking HERE. What is probate court, and how can you avoid it? Many people want to avoid probate court if they can because they don’t want to deal with the frustrations and cost of it. What can you do to avoid it?
Tips for Harmonious Joint Family Ownership of Vacation Properties
With proper planning, owning vacation property with other family members can be a pleasant and even bonding experience. The key is to determine, as early as possible, what the parties expect and desire from the property ownership and the most effective and efficient manner of ownership. Often times, family members will inherit or receive as […]
Research: Shifting the Power Balance with an Abusive Boss
Executive Summary When confronting an abusive supervisor, employees often assume they have two choices: confrontation or avoidance. But new research suggests a third option: Targets of abuse can flip the script, shifting the balance of power in their favor when bosses make life miserable. As subordinates gain leverage over time, they can strategically influence supervisors to stop […]
Do You Need a Formal Degree, or Will a MOOC Do?
Executive Summary We all know that in the modern economy, we can’t just stop learning. But how to keep educating ourselves is a complicated question. Is it a worthwhile investment to get a formal degree, like an MBA or PhD? Should you take a more targeted approach, with a short-term executive education program? Or perhaps DIY […]
Women and pain: Disparities in experience and treatment
In August, The New York Times published a guest op-ed by a man named David Roberts who suffered from severe chronic pain for many years before finally finding relief. The piece immediately went viral, with distinguished news journalist and personality Dan Rather posting it to his Facebook page with the addendum that it could “offer […]
Making Time to Really Listen to Your Patients
Executive Summary Modern medicine’s true healing potential depends on a resource that is being systematically depleted: the time and capacity to truly listen to patients, hear their stories, and learn not only what’s the matter with them but also what matters to them. Some health professionals claim that workload and other factors have compressed medical encounters to […]
Data From 3.5 Million Employees Shows How Innovation Really Works
Executive Summary The variables that make for a successful innovation program are independent of whether the company is seeking disruptive or incremental innovations. It doesn’t matter whether they’re asking for process or product innovation, what industry the company is in, or even, for the most part, whether the company is large or small. That’s according to […]
Why Retailers Should Retire Holiday Shopping Season
Executive Summary It’s time that retailers re-think their approach to the holiday shopping season. It no longer makes sense to rely on disproportionate revenue from the holiday season to make up for softness in sales during the rest of the year. Customers don’t want retailers to dictate their shopping schedule; wealthy customers are getting used […]
TIGTA Determines Improvements Are Needed In Estate And Gift Examination Processes
Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]
Releases: End of the Road or Just a New Beginning?
The fiduciary who thinks a receipt and release is the answer to all future claims for an accounting and liability may have a surprise in store. Over the past several months, Surrogates have explored the issue of receipts and releases, and have provided insight into just how far they will go to “save the day.” The […]
How to Plan for the Unforeseen
The financial effects of unexpected events like death or illness can be blunted or controlled with some preparation, advisers say. Source: NYTimes How to Plan for the Unforeseen
Planning ahead after a divorce
If you’ve recently divorced, your time likely has been consumed with meetings with attorneys and in negotiations, even if everything was amicable. Probably the last thing you want to do is review your estate plan. But you owe it to yourself and your children to make the necessary updates to reflect your current situation. Keep […]
Doctors Feel Excluded from Health Care Value Efforts
Executive Summary U.S. hospitals and healthcare groups have experimented over the past decade with new management structures and alternative payment models to provide quality healthcare at lower cost. But physicians have been slow to embrace these for a host of reasons. Chief among them, Bain and Company research shows, is that they feel excluded from […]
Forming Stronger Bonds with People at Work
Executive Summary The pressure of tight deadlines and the pace of technology mean that fewer Americans are finding friendship in the workplace. But connecting with others at work shouldn’t be a nice to have. Research shows that having high-quality connections can help us be more creative, resilient, and even live longer. To connect, you need […]
How to Gain Credibility When You Have Little Experience
Executive Summary To be successful, young workers need to be seen as credible before they have had the opportunity to build expertise from the ground up. It’s an incredibly difficult obstacle for younger workers in their first job to overcome. But there are five activities that young professionals can do to jumpstart their career trajectories: leverage your research […]
Social Security benefits: When is the right time to begin receiving payments?
Are you nearing the time when you can begin receiving Social Security retirement benefits? You deserve it after paying into the system all these years. But the monthly amount you’re entitled to collect, as well as how long you receive benefits, depends on when you officially apply for benefits. This isn’t an easy decision, and […]
Withdrawal of Proposed Tax Regulations Affecting Availability of Valuation Discounts to Family Business Owners
Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]
CEOs Explain How They Gender-Balanced Their Boards
Executive Summary Despite more evidence about the benefits of the increasing the number women on boards, 2016 saw a decline in the percent of women on U.S. corporate boards. Considering how much influence CEOs have over board appointments, they can do a better job of advocating for getting more women on the board. Interviews with […]
A doctor’s recipe for a healthy breakfast
When I look at the typical breakfast food offerings at many restaurants, supermarkets, and food trucks, and I think about the health of our nation, I want to cry. Muffins, bagels, donuts, pancakes, waffles, French toast sticks… Want some bacon, sausage, or fried potatoes with that, ma’am? Then there’s what marketing tells you is a […]
Social Security Numbers Could Be Replaced
Joyce’s remarks came a month after Equifax hackers gained access to the Social Security numbers and birth dates of more than 145 million Americans. He said the Social Security number has “outlived its usefulness,” according to the Hill newspaper. “It’s a flawed system that we can’t roll back after a breach.” Another problem, he said, is that once a […]
America's Top Restaurants Announced
The Michelin stars, however, are the coveted prize. They will be unveiled this month on separate days for each city, perpetuating the drama that surrounds them in the industry. San Francisco’s stars will be announced Oct. 12; Washington’s, Oct. 17; Chicago’s, Oct. 20; and New York’s, Oct. 30. The guidebooks will be available in print […]
Proposed Section 2704 Regulations to be Withdrawn
Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]
How Successful Solopreneurs Make Money
Dorie Clark, a marketing strategy consultant, answers a burning question: how do people make money off of what they know? She outlines the options for experts who want to monetize their knowledge. Clark explains, using herself and other successful solopreneurs as examples, how to earn revenue from public speaking, podcasting, e-books, and online courses. She […]
IRS and Treasury Department Announce Withdrawal of Proposed 2704 Regulations
Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]
The Key to Campbell Soup’s Turnaround? Civility.
Executive Summary The best way to truly win the hearts and minds of people, and generate huge returns for your organization and its stakeholders, is by leading with civility. This means spending a considerable amount of effort acknowledging people’s contributions, listening better, respecting others’ time, and making people feel valued. Research has shown that prioritizing civility can […]
The Wrong Estate Executor Can Make Family Drama Worse, As Jerry Garcia’s Heirs Discovered
When Grateful Dead legend Jerry Garcia died of a heart attack in 1995 at age 53, he left his assets to his third wife, three daughters by two ex-wives, a fourth daughter by a former girlfriend, and a step-daughter, among other beneficiaries. Predictably, there was trouble ahead and trouble behind. Garcia didn’t help matters when […]
The “Smart Society” of the Future Doesn’t Look Like Science Fiction
What is a “smart” society? While flights of imagination from science-fiction writers, filmmakers, and techno-futurists involve things like flying cars and teleportation, in practice smart technology is making inroads in a piecemeal fashion, often in rather banal circumstances. In Chicago, for example, predictive analytics is improving health inspections schedules in restaurants, while in Boston city […]
The secret to happiness? Here’s some advice from the longest-running study on happiness
I have always considered myself a happy person, even though I may not always look it thanks to inheriting my father’s furrowed brow. Are there times when I’m not happy? Of course. Do I wish I could be happier more often? Who wouldn’t? While it seems everyone is looking for the answer to the age-old […]
Treasury Plans to Pull Unpopular Discount Regulation
Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]
Why Is CEO Pay Rising? Maybe There Aren’t Enough Good CEOs
Executive Summary Rarely do people ask, “How many people can actually run a large, publicly traded company?” The answer to this question is critical in determining whether CEO pay is excessive, because an important part of the value equation for any CEO position is how many well-qualified executives make up the labor pool of viable […]
The Real Reason Superstar Firms Are Pulling Ahead
Executive Summary Across industries and across countries, a small number of “superstar” firms are pulling away from the competition. But why are these companies doing so well? One answer shows up in study after study: superstar firms are succeeding in large part due to information technology. However, superstars aren’t succeeding because of IT per se, but because […]
Blockchain Could Help Us Reclaim Control of Our Personal Data
Executive Summary It’s a strange world we live in when large companies such as Experian, Equifax, and TransUnion are able to store huge quantities of our personal data and profit from it in a way that doesn’t benefit us. And when those same companies lose our personal data and make us susceptible to identity theft, […]
New York Special Needs Act Becomes Law
Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]
Survey Says Greenville, S.C., Has The Country's Smartest Spenders
Jon Lovette/Getty Images A recent study ranked the South Carolina city tops among places in America where residents are best at living within their means. The residents of Greenville, S.C., are the best among America’s metro areas at keeping their spending within their means, according to a new study by online loan marketplace LendingTree. The […]
FTC Advises Consumers to Block Suspicious Robocalls
“Which app works for you might depend on your phone’s operating system,” FTC consumer education specialist Alesha Hernandez advised in an article on the agency’s website. “Before you consider downloading any app, think about the call protection that you need and do your research.” She referred consumers to the CTIA, a trade association that has a comprehensive list […]
Insight on Estate Planning – October/November 2017
In This Issue: – Social Security benefits When is the right time to begin receiving payments? – Planning ahead after a divorce – ABLE accounts benefit disabled family members – Estate planning pitfall: You chose your executor too hastily – Excerpt from Social Security benefits: When is the right time to begin receiving payments? Are […]
Why you can’t get a song out of your head and what to do about it
“Earworms” are unwanted catchy tunes that repeat in your head. These relentless tunes play in a loop in up to 98% of people in the western world. For two-thirds of people they are neutral to positive, but the remaining third find it disturbing or annoying when these songs wriggle their way into the brain’s memory […]
The Great Recession Drastically Changed the Skills Employers Want
Executive Summary The employment shift from occupations in the middle of the skill distribution toward those at the high and low ends is one of the most important trends in the U.S. labor market over the past 30 years. Previous research has suggested that a primary driver of this job polarization is something called routine-biased technological […]
5 Research-Based Strategies for Overcoming Procrastination
Executive Summary Why do we procrastinate, even though we know it’s against our best interests? And how can we overcome it? A careful look at the science behind procrastination reveals five tips. First, figure out which of seven triggers are set off by the task you want to avoid. Is it boring, frustrating, or difficult? […]
Retirement Planning Tips at Age 50
So where do you begin? There are several formulas. In a recent Yahoo Finance article, David Rae, a certified financial planner, suggested this: “Add up all of your life savings — your 401(k), your investments, the money under the mattress — and then divide that by 25. Could you live on that amount comfortably for […]
Fees For Getting Cash From An ATM Keep Rising
Bankrate.com surveyed the 10 biggest banks in the top 25 metro areas in the U.S. The most expensive city in which to make an out-of-network withdrawal is Pittsburgh, where the average transaction will set you back $5.19. The cheapest place to withdraw cash among the 25 biggest metro areas? Dallas, where a transaction costs you […]
What is an Estate Executor’s Role?
Often when a person is appointed to serve as the executor (if there was a will) or administrator (if there was not a will) of a family member or friend’s estate they have not had experience with the role or process. This post provides a basic primer on what to expect. An estate executor manages […]
How AI Will Change Strategy: A Thought Experiment
Executive Summary AI is a prediction technology. Its improvement is akin to turning up the volume knob on a speaker dial. But rather than volume, you’re turning up the AI’s prediction accuracy. What happens to Amazon’s strategy as their data scientists, engineers, and machine learning experts work tirelessly to dial up the accuracy on the prediction […]
What Science Says About Identifying High-Potential Employees
Executive Summary Scientific studies have long suggested that investing in the right people will maximize organizations’ returns. In a world of unlimited resources, organizations would surely invest in everyone.In the real world, however, limited budgets force organizations to be much more selective, which explains the growing interest in high potential (HiPo) identification. If we are […]
Why parents should use responsive feeding with their babies
Follow me on Twitter @drClaire The habits we learn early can stay with us for a lifetime — which is why it’s better to learn good habits early, not bad ones. This is especially true with eating habits. More and more, research shows that overweight babies grow into overweight children, who grow into overweight adults. […]
The Critical Skills for Leading Major Change in America’s Health System
At a time of profound volatility in the U.S. health system, change management is an essential skill for public and private leaders alike. For these leaders — and young people aspiring to careers as health care managers — one very practical question emerges. What are the critical skills for leading major change in our health system? As […]
How to Design Your IT Organization for Constant Evolution – SPONSOR CONTENT FROM DXC TECHNOLOGY
By Glen Robinson, Emerging Technology Advisor, Leading Edge Forum, DXC Technology We have moved from the Internet era in the early 2000s to the cloud era today; however, we will soon transition into the Matrix era – the Matrix being the term the Leading Edge Forum (LEF) uses to describe the intersection of multiple game-changing […]
Is Your Company Adapting Fast Enough to Thrive in an Increasingly Digital World? – SPONSOR CONTENT FROM DXC TECHNOLOGY
As digital technologies permeate all aspects of their operations, companies around the world anticipate the need for massive change over the next five years, according to a new global survey by Harvard Business Review Analytic Services. But can these organizations adapt fast enough? Almost all of the 376 business leaders in the survey said they […]
Whiteboard Session: How to Think Like an Entrepreneur
About Us Careers Privacy Policy Copyright Information Trademark Policy Harvard Business Publishing: Higher Education Corporate Learning Harvard Business Review Copyright © 2017 Harvard Business School Publishing. All rights reserved. Harvard Business Publishing is an affiliate of Harvard Business School. Source: HBR Whiteboard Session: How to Think Like an Entrepreneur
Mower Mishaps Among Strange Insurance Claims
Amino, a health care start-up that gathers data from insurance claims, culled these and many other unusual happenings from the International Classification of Diseases and Related Health Problems, 10th Revised Edition. Medical providers must determine a code for reimbursement purposes, and the publication lists every diagnosis for a medical condition and the corresponding code. It covers […]
Ferri v. Powell-Ferri: A trust decanting decision that is less than meets the eye (Part II)
Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]
Research: For Better Brainstorming, Tell an Embarrassing Story
Executive Summary Researchers have long studied how to make brainstorming sessions more effective — for example, by setting quantity goals, instead of quality ones. A recent study indicates that people can also be primed for more creative idea generation when they kick-off such sessions by sharing embarrassing stories, which lowers their inhibitions and, thus, improves […]
The mysterious rise in knee osteoarthritis
Follow me on Twitter @RobShmerling While there are more than 100 types of arthritis, osteoarthritis is by far the most common. Osteoarthritis is the form of joint disease that’s often called “wear-and-tear” or “age-related,” although it’s more complicated than that. While it tends to affect older adults, it is not a matter of “wearing out” […]
Manage Your Stress by Monitoring Your Body’s Reactions to It
Jack is well-known in his company for delivering growth through high-performing, cross-functional teams. Where others get stuck in silos, he fosters innovation through collaboration. But these days, when you exit the elevator on his floor, you sense fear wafting through the halls. He’s nine months into a new role as Business Unit Leader, and a […]
Startup Accelerators Have Become More Popular in Emerging Markets — and They’re Working
Executive Summary For decades, we have heard that emerging markets are poised for huge growth that will yield even greater prosperity. But a long list of obstacles always seems to be getting in the way of realizing this potential. Startup accelerator programs have been touted as one path to faster progress. But is the boost that accelerators give in […]
How Energy and Economic Resilience Are Moving to the Top of the Corporate Agenda – SPONSOR CONTENT FROM SIEMENS
Corporate leaders are increasingly concerned about energy, seeing it not just as a cost to be managed but as a key to the future sustainability of their companies. Climate change also is a major concern. How are leading organizations dealing with this challenge? In this edition of the Quick Take, insights from the latest Harvard […]
California Expands Voluntary Disclosure Program for Out-of-State Trusts
On September 25, Governor Brown signed into law Senate Bill No. 813, which updated the California Voluntary Disclosure Program (VDP) to include out-of-state trusts with California beneficiaries and non-resident partners of out-of-state partnerships, and to allow the Franchise Tax Board (FTB) to waive the S Corporation or partnership late-filing penalty for specified returns under the […]
A better way to be rich and happy – AARP The Magazine
Among their savings secrets: Live cell-phone free (“It’s a quality-of-life issue, too”), wear your clothing until it’s truly worn (“It’s like losing a friend when we consign a shirt to the rag bin”), and save twice the amount needed for a major purchase before you buy it (“It lets you make sure you really want […]
Should You Use a Credit Card or Debit Card
Though debit and credit cards look virtually identical, they aren’t. A debit card is essentially a check. As soon as you use it at a retailer, the funds are gone from your checking account and you have spent your own money. When you buy something on a credit card, you are spending someone else’s money […]
Final Regulations on PRIs Make for Inspirational Reading for Family Foundations
Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]
Avoiding Tax and Legal Missteps: 4 Takeaways
On September 20, Peterson Sullivan and Schwabe, Williamson & Wyatt partnered to host a seminar titled Avoiding Tax and Legal Missteps for the Construction Industry. Below are some of the key takeaways to consider: #1: Claim Preservation and Accounting Backup—Justifying Quantum When claims arise on construction projects—for scope disputes, changed work, changed conditions, delay or […]
REIT Implications of the New “Big Six” Tax Reform Framework
Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]
How to Teach Employees Skills They Don’t Know They Lack
Executive Summary Despite the billions of dollars companies spend on employee training, research shows that workers are unconsciously incompetent in 20% to 40% of areas critical to their performance. How can you teach people skills and knowledge they don’t know they lack? By redesigning corporate learning programs so they are adaptive and force users to […]
Samsung, Lee Jae-yong’s Conviction, and How Business in South Korea Is Changing
Executive Summary In late August, Lee Jae-yong, the heir apparent of Samsung, was sentenced to five years in prison. It was once unthinkable that the head of South Korea’s largest conglomerate could be sent to prison; Lee’s father, Lee Kun-hee, was twice pardoned by the government. But public sentiment, which used to hold that what […]
My Competitiveness Was Hurting My Sales Team. Here’s How I Realized It
Executive Summary Want to be surrounded by some of the most competitive people on the planet? Work in sales, where paychecks, bonuses, promotions, and stature are usually tied directly to organizational quotas and individual results. A little competition can be a good thing. But often it goes too far — and ironically, performance can suffer […]
Time to rethink the debate on PSA testing
For most of us, whether to screen for cancer is a no-brainer. Who wouldn’t want a simple test to prevent cancer or identify it at an earlier, more treatable stage? However, as with many things, the screening decision is more complex than it may appear. For example, the test may not be particularly “simple,” such […]
Super Saver Tips, Budget Travel Tips
If you travel much on your own — as Evelyn Hannon has since her divorce 30-some years ago — it’s crucial to find ways to save. The blogger, called by some the grandmother of women’s travel, is founder of Journeywoman.com, which seeks to inspire women to explore the world. Although she’s reached a point where […]
Imposter Scams: IRS Scams, Online Dating Scams, Military Scams
Welcome to what experts call the illusion of invulnerability — the belief that frauds happen to others but not you. Overconfidence in your ability to spot bad guys is a dangerous thing. Impostor fraud is among the fastest-growing scam types precisely because so many of us think we are immune to it. To help, here […]
Microsoft’s CEO on Rediscovering the Company’s Soul
Satya Nadella, Microsoft’s third CEO, opens up about his effort to refresh the culture of the company and renew its focus on the future. He reflects on important life lessons he learned growing up in India, immigrating to the U.S., and working for Microsoft for 25 years. Nadella thinks of the past, he says, for […]
How to Stay Focused When You’re Working from Home
Executive Summary When you’re working from home, you can easily be distracted by household chores, personal priorities, and even friends and family. To focus more effectively, you need to set boundaries. Here are some tips for how you can make remote work more productive and satisfying, whether it’s an everyday occurrence or an occasional day […]
What We Can Learn About Resilience from Female Leaders of the UN
Executive Summary It’s difficult enough to stay resilient in the face of high demands and changing circumstances. Imagine adding extreme physical conditions, threats to personal safety, natural disasters, armed conflict, large numbers of traumatized people, minimal infrastructure, and complex, multi-stakeholder relations to your list of challenges. While most of us do not face situations this […]
Diabetes: Adding lifestyle changes to medication can deliver a knockout punch
Plenty of research supports the common-sense notion that a healthy lifestyle can prevent or treat many diseases. A diet high in fruits, veggies, whole grains, and plant protein and low in processed carbs, added sugars, saturated fats; regular physical activity; and emotional well-being are the potent treatments that can prevent the need for or even […]
When Is a Will Valid in California?
Although much wealth passes today through trusts and beneficiary designations, we occasionally handle California probate disputes that turn on the validity of wills, sometimes involving high value estates. The standard practice in California estate planning is for wills to be typewritten and prepared by attorneys, but those steps are not necessary. A holographic, i.e., handwritten, […]
Research: Missing Product Information Doesn’t Bother Consumers as Much as It Should
Consider the following situations: A surgeon creates an online profile of her qualifications and experience for potential patients, but she does not include her patient mortality rates. After one of her patients dies on the operating table, a lawyer for the patient’s family discovers that the surgeon deliberately withheld the mortality data. You are eating […]
Here’s What Mindfulness Is (and Isn’t) Good For
Executive Summary While mindfulness doesn’t necessarily work the way the hype proclaims, there are some things that a good mindfulness practice can really help with: focus, stress response, working memory, and corporate citizenship. By better understanding when mindfulness is the right approach — and how it works — HR and training programs can better enhance both leader performance and employee well-being. […]
How Businesses Are Reducing Their Energy Costs and Building Resilience – SPONSOR CONTENT FROM SIEMENS
Business leaders have significant concerns about energy. A Harvard Business Review Analytic Services report, sponsored by Siemens in conjunction with a national series of seminars focused on energy innovation, found that approximately 90 percent of executives feel significant pressure to reduce their energy spend, and more than 80 percent said fluctuating energy prices are a […]
Some Caribbean Islands Unscarred After Hurricanes
Laura Plaze, 60, a regular visitor to St. John from Alexandria, Va., was stunned by post-Irma videos of her time-share unit. “You cannot believe it,” she says. “Every tree is broken, with leaves shorn off. The swimming pool is a mud bucket.” She is worried she may not be able to return even as late as […]
Quick Ways to Get Money: Coupons App, Claim Lost Money
2. Split your paycheck If you direct deposit your paycheck into a checking account, change to a split deposit, which will send a small amount to a savings, vacation or emergency fund. It’s worth it: Research shows that people save an extra $1,080 a year when they use divided deposits. If your company doesn’t offer […]
Where There’s a Will There’s a Way?
On August 25, 2017, Maryland’s highest court, the Court of Appeals (the “Court”), visited issues arising from the statute providing for the valid execution, particularly attestation, of a Maryland will based on a statute that had remained largely unchanged since 1798. In Sadie M. Castruccio v. The Estate of Peter A. Castruccio et al., No. […]
Tax Law Uncertainty Should Not Delay Farming Business Succession Planning
Tax law uncertainty, should not prevent farming business succession planning as part of overall estate planning. Relevant Tax Law Changes and Overview Federal gift, estate and generation-skipping transfer taxes may apply to farmers and others. (California has no such transfer taxes.) There is one unified exemption for gift and estate taxes, and an identical one […]
How to Navigate a Turf War at Work
You’re working on a cross-functional initiative that’s critical to your company. Given your position, you’ve assumed you’re in charge, but it seems your counterpart from another team has made the same assumption. And now you’re in the middle of a turf war. How do you determine who has authority? How do you navigate the situation with […]
Flu shots during pregnancy
Is your head already spinning from all of the confusing information about the safety of routine vaccinations? Well, news of the latest findings regarding the flu vaccine during pregnancy certainly won’t help things. A group of researchers recently reported an association between a pregnant woman getting the flu vaccine and having a miscarriage. The authors […]
Bruce Springsteen, Artful Leadership, and What Rock Star Bosses Do
There is a special kind of boss. The one who fills up every room with their big ego and even bigger heart. Who voices the hard truths without making you lose hope, and makes you work harder and feel lighter for it. We often call such bosses “rock stars,” to underscore their popular appeal. Some […]
5 Ways to Help Employees Keep Up with Digital Transformation
Executive Summary The consumer products landscape is in the midst of a significant digital shake up. Success of these new ideas and approaches depends on the abilities, skills, and mindset of the company’s workforce. Work with leading consumer products companies around the world shows that there are clear practices and investments that drive a greater […]
Three Critical Legal Documents Every Parent of a College Student Should Get in Place As Soon As Possible
As a soon-to-be college freshman many years ago, I was preoccupied with selecting roommates, finding bacteria-resistant shower shoes, and dreaming about the incredible freedom my 18-year-old adult self would have. Of course, it never occurred to me that it would have been prudent to have certain legal documents in place to make sure my parents […]
A 2×2 Matrix to Help You Prioritize the Skills to Learn Right Now
Executive Summary The modern worker has very little time for learning, and yet continuous learning is vital for anyone who wants to maintain their edge. There’s a significant pressure on us all to learn the right stuff, but how do we identify what that is? A time-utility analysis can help you decide what to prioritize. By examining […]
Vacation Planner, Travel Planning, Tips & Savings – AARP
‘My Digital Travel for Seniors’ Learn how to use computers, smartphones, or tablets to plan travel, manage your itinerary, and save money Source: AARP Travel Vacation Planner, Travel Planning, Tips & Savings – AARP
Top Ten Cheapest Cities to Retire in America
Birmingham hit the No. 1 spot with its low health care and transportation costs and large inventory of affordable housing. Here are the poll’s top 10 least expensive cities, with annual individual costs across the five categories. 1. Birmingham, Ala.: $33,219 2. Detroit: $33,356 3. Jackson, Miss.: $33,676 4. Memphis, Tenn.: $33,859 5. Toledo, Ohio: […]
Homeowners Rush to Get Reverse Mortgages
“Our industry is currently inundated,” Julie Martinez, a housing counselor at the nonprofit agency HomeStrong USA, told the Register. “We have an enormous influx of calls and requests for appointments that’s unprecedented.” Reverse mortgages give 62-and-older owners a chance to make use of the equity in their homes to get cash to pay bills. Officials at […]
Traits of Scam Victims: Industriousness, Curiosity, Geniality
Industriousness Knowing you’re a diligent worker, scammers send out most malware-containing emails and mobile scams early in the business day, when you’re busiest or most distracted. The flow spikes right around lunchtime. Advice: Slow down. “Think before clicking on a link — especially during high activity times such as the upcoming holidays,” suggests Gary Davis […]
What is a Fixed-Index Annuity?
You buy the annuity with a lump sum, which goes into the insurer’s general fund. You are credited with a tax-deferred return that’s linked to the market — for example, to Standard & Poor’s index of 500 stocks. If the S&P rises over 12 months, you receive some of the gain. For example, your credits […]
Venmo vs. Zelle: Which is Better?
Venmo vs. Zelle The Platform Venmo: Operates through the Venmo app you download to your mobile device. Zelle: Operates through apps of participating banks and credit unions. How it Works Venmo: Transferring is easiest if both parties are on the app. You can “request” or “pay” other users and add a note or emoji as the […]
Court Affirms Judgment For Estate Representative Due To A Statute-Of-Limitations Tolling Statute
Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]
Staff Addresses Family Trusts With Multistate Trustees
Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]
What Motivates Employees More: Rewards or Punishments?
Executive Summary When we attempt to motivate people, we try to elicit an anticipation of pleasure by promising rewards (a bonus, a promotion, positive feedback, public recognition), or we try to warn of the pain of punishment (a demotion, negative feedback, public humiliation). But what’s not always clear is: Which should we be using — the […]
Thinking About a “Work from Anywhere” Arrangement? Ask These Questions First
Executive Summary Becoming location-independent and traveling the world is more possible than ever. With the internet and a laptop, scores of professions that were once desk-bound — consulting, writing, researching, designing, and more — are now free to conduct business from around the globe. But is the lifestyle right for you? Before making the decision, […]
4 ways to help your child get enough sleep
Follow me on Twitter @drClaire Children need sleep, plain and simple. We all do. Without enough sleep, we get cranky and, with time, unhealthy. But for children, it’s especially important because the effects of sleep deprivation can lead to lifelong problems. Studies have shown that not getting enough sleep can contribute to obesity. But even […]
Managing the Perks and Pitfalls of Proactive People
Executive Summary Companies need proactive employees. They are essential for suggesting, developing, and sustaining innovative new projects and for helping companies stay competitive. But organizations must make sure that proactive employees know the types of risks to take and those to avoid. On the one hand, top managers need to provide autonomy so that middle […]
Too Much Charisma Can Make Leaders Look Less Effective
Executive Summary Conventional wisdom suggests that the most charismatic leaders are also the best leaders. But research shows that, while at least a moderate level of charisma is important, too much may hinder a leader’s effectiveness. Three studies — involving 800 business leaders globally and around 7,500 of their superiors, peers, and subordinates — suggests that […]
Piano History and Piano Removal, Reminiscing on a Steinway
Then the piano migrated to our home. Our two sons took lessons on it, too. When tuners would visit, they would end their work by playing a little Chopin or Bach, no doubt a calculated reminder of what a glorious musical instrument it is — a fact not well revealed by an 8-year-old begrudgingly learning […]
Social Security Numbers May Be Removed From Future W-2s
Employers are required to submit by Jan. 31 a W-2 statement spelling out the wages and tax withholdings for each taxpayer in the prior year. The proposed rules would allow, but not require, employers to truncate the Social Security numbers on W-2s. For decades, federal agencies, taxpayers and consumers have been stricken with widespread identity […]
Consumer Protection: Avoiding Scams, Fraud and Bad Deals
Close You are leaving AARP.org and going to the website of our trusted provider. The provider’s terms, conditions and policies apply. Please return to AARP.org to learn more about other benefits. Got it! Please don’t show me this again for 90 days. Source: AARP Money Consumer Protection: Avoiding Scams, Fraud and Bad Deals
Elderly Scams: Medicare Fraud, Social Security Scams
As a result, scammers stole tens of billions of dollars last year from older Americans and the programs that serve them. Medicare fraud alone is estimated at $60 billion annually. In July of this year, 412 people were busted by federal investigators in health care fraud schemes that netted $1.3 billion. So who are these […]
The latest scoop on the health benefits of coffee
Follow me on Twitter @RobShmerling What a difference a few years can make. Not long ago, I was learning about the dangers of coffee — how it could raise your blood pressure, make your heart race, impair sleep, and maybe even cause cancer. Now, the World Health Organization (WHO) is taking coffee off the possible […]
How to Regain the Lost Art of Reflection
Executive Summary Executives spend too much time on information processing, reaction, and execution, and not enough on slow, deliberative, reflective thinking. But some CEOs have managed to resist these tendencies. Warren Buffett, Bill Gates, and Mark Zuckerberg read extensively, safeguard time for personal development projects, and constantly seek new stimulus and perspectives. Leaders such as […]
As European Banks Retreat from the World Stage, China Is Stepping Up
Executive Summary It has been 10 years since the global financial crisis, and the fall-out continues in the industry that was at its epicentre: banking. There has been a truly dramatic retrenchment from foreign markets, making banking a rare case of an industry becoming less, rather than more, global. But as European banks retreat, China […]
Great Storytelling Connects Employees to Their Work
Executive Summary Let’s face it. Most of us go through the motions, phoning it in, but engage in our work less than we are capable of. The consequence is not just lower productivity; it is lower quality of life. Half-hearted effort isn’t fun. The first responsibility of leaders — whether front line supervisors, middle managers, […]
Why Scammers Love Social Media
Mark “would text me all the time, it was very flattering. He said he was a churchgoing man. And his story was really believable,” said Joan, embarrassed to disclose her real name and how little she actually knew about him. Scammers have long used the internet to target people with their phony sweepstakes and hard […]
Equifax and Why It’s So Hard to Sue a Company for Losing Your Personal Information
Executive Summary The Equifax breach is different from previous breaches. It isn’t the largest or the most embarrassing, but it involves personal data that people didn’t directly give to Equifax, which makes the nature of the breach unique. The company is facing a number of lawsuits, and Congress is demanding answers. But U.S. citizens may find […]
Projected Estate and Gift Tax Exemptions for 2018 – How Much Can You Transfer?
The Consumer Price Index was released by the Labor Department in August 2017. Not everyone anxiously awaits the release of these numbers but the experts have now made estimates of how they will impact estate, gift, and generation-skipping transfer taxes for 2018. These are not official numbers – the Internal Revenue Service will publish the […]
IRS Issues Proposed Guidance on the Definition of Registered Form
On September 15, 2017, the Internal Revenue Service (IRS) issued proposed regulations (REG-125374-16) amending the definition of obligations that are in registered form to take into account current market practices and changes made by the Hiring Incentives to Restore Employment Act. In addition, the proposed regulations clarify the types of arrangements that qualify as “pass-through […]
5 Ways to Focus Your Energy During a Work Crunch
Executive Summary Work invariably ebbs and flows, cycling between steady states, where we feel more in control of the pace and workload, and peak periods, where the work crunch hits us hard. Maintaining focus and managing energy levels become critical as tasks pile onto an already full load. When you’re in your next work crunch, […]
The Grocery Industry Confronts a New Problem: Only 10% of Americans Love Cooking
Executive Summary The food and grocery industry feels threatened by Amazon’s acquisition of Whole Foods, but it faces a bigger but quieter threat: the long-term decline of people’s interest in cooking. Instead of ignoring this behavioral shift, food companies should become more proactive by exiting categories that have no future, focusing on super-premium products, and using […]
Guardianship, Mental Incapacity and the Right to Vote
All U.S. citizens have a federally guaranteed right to vote, but those under guardianship (or conservatorship) may not have that right. Although things are slowly changing, some states still deny citizens the right to vote if they have been declared mentally incompetent, and this automatically includes anyone under guardianship, whether or not they actually lack […]
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