Blog Archives
When You Should Hire A Professional Trustee
One of the most vital decisions to ensure preserved legacy and proper estate execution is electing the right professional or family…
Build A Strong Board
A strong board of directors provides financial guidance to a company, develops long-term priorities and elects executives to run…
The Fraud Triangle
In order to understand how to prevent and deter fraud from happening in your organization, first you must understand the elements of a…
Leaving A Legacy For Your Heirs
Despite its name, the term "dynasty trust" has nothing to do with aristocracy. It involves preserving wealth for your heirs. A dynasty…
Benefits Of Charitable Remainder Trusts
A charitable remainder trust (CRT) is an irrevocable trust set up to benefit a charitable organization. The trust's term is…
Estate Planning With 529 Accounts
Saving for college is one of the most daunting financial tasks a family can face, taking as much commitment and careful planning as…
Two Charitable Trusts That Provide Dual Benefit
Two popular charitable giving vehicles are charitable remainder trusts (CRTs) and charitable lead trusts (CLTs). They are what's…
Understanding The Benefits of S Corps
Whether you're setting up a new company or you've been in business for years, you need to evaluate which legal structure is…
Should Employees Know About Methods To Uncover Fraud?
Big Brother is not only watching at many companies, he may be recording every computer key pressed, every e-mail sent, every website…
Fraud in Nonprofits
Limited staff and tight budgets make nonprofit organizations prime targets of fraud; however, often nonprofit management believes “it…
Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.