Publications
August 1, 2019
Weekly Report 19-32
IMPORTANT NOTE FOR ESTATE PLANNING REGARDING ‘DIGITAL ASSETS’: Most are unaware that ‘Terms of Service’ agreements generally prohibit 3rd parties – including fiduciaries – from accessing Digital assets upon death or incapacity. These include not only electronic communications (like email, social networking sites, blogs), but also digital collections (photos, videos, music files, etc), business accounts... Continue
July 26, 2019
Weekly Report 19-31
‘SUCCESSION PLANNING’ IS SUPPOSED TO BE ABOUT MANAGING TALENT to motivate & develop careers, while optimizing and protecting a company’s productivity, profitability & stability. Unless approached effectively, however, Succession Planning can be perceived as threatening: (1) to key employees who “fear that their skills & experiences are no longer relevant to the business, or who... Continue
July 19, 2019
Weekly Report 19-30
‘BURNOUT’ TO THE POINT OF FEELING EXHAUSTED/ANNOYED/UNAPPRECIATED AND CONSIDERING LEAVING YOUR JOB can mean that your position is really a mismatch. But often, a few tweaks can alleviate the frustration and restore balance. A few tips: (1) Realign boundaries relating to being on-call, overtime, and decisions about priorities which would allow a feeling of more... Continue
July 10, 2019
Weekly Report 19-29
“GOOD LEADERS ACCEPT THAT REGARDLESS OF THEIR INTELLECT, EXPERIENCE, or the reassurance of those around them, decisions involve very human processes to which they are not immune… and know that too much certainty can blind them to strategic risk” – which accounts for 60% of all overall business risk. Overconfidence typically stems from: (1) ‘Loving’... Continue
July 2, 2019