Archives
March 2017
When You Should Hire A Professional Trustee
Posted on March 31, 2017
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
Posted on March 31, 2017
A strong board of directors provides financial guidance to a company, develops long-term priorities and elects executives to run…
Protect Your Company From Fraudulent Claims
Posted on March 29, 2017
Workers' compensation is designed to help people who have been hurt on the job get back on their feet. However, it's also an area…
Routine Reports Can Contain A Gold Mine Of Fraud Evidence
Posted on March 29, 2017
Many companies routinely generate mountains of reports. These documents are typically designed to monitor the overall performance…
Partnership Culture Is Best For Success
Posted on March 22, 2017
Certain workplace culture characteristics consistently bring about higher financial performance, according to a study done by one…
The Fraud Triangle
Posted on March 22, 2017
In order to understand how to prevent and deter fraud from happening in your organization, first you must understand the elements…
Leaving A Legacy For Your Heirs
Posted on March 21, 2017
Despite its name, the term "dynasty trust" has nothing to do with aristocracy. It involves preserving wealth for your heirs. A…
Contacting Law Enforcement Officials After Detecting Fraud
Posted on March 21, 2017
Let's say your company has detected internal fraudulent activity, fired the employee involved and documented the findings. Now, you…
Benefits Of Charitable Remainder Trusts
Posted on March 18, 2017
A charitable remainder trust (CRT) is an irrevocable trust set up to benefit a charitable organization. The trust's term is one…
Estate Planning With 529 Accounts
Posted on March 17, 2017
Saving for college is one of the most daunting financial tasks a family can face, taking as much commitment and careful planning as…
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.
