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News/Legal Notes

Adult-Children as Fiduciaries: A Word of Caution

Simply, a fiduciary is a trusted person, who has a responsibility to act on your behalf and in your best interest. Carefully choosing a fiduciary is one of the most important decisions when it comes to estate planning. Estate plans typically nominate several fiduciaries, such as personal representatives, trustees, powers of attorney, guardians, and conservators. Clients with adult children often name these adult children as their fiduciaries because they feel like this is the most fair...

Sells' Associate Named Young Professional of the Year

The Evergreen Area Chamber of Commerce and Leadership Evergreen named Associate, Tim Wilson, as the 2014 Young Professional of the Year during its Honoree Awards Celebration on March 5, 2015

Using an SBA Loan to Buy a Business

Many misconceptions exist regarding Small Business Administration (“SBA”) loan programs. The SBA does not make loans directly to small business borrowers. Loans are made and administered by commercial lenders, not the SBA. If a lender perceives a weakness in a particular application, the lender may require an SBA guaranty of the loan. The guaranty is only available to...


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    Ted Sells Receives Leader of the Year Nod

    Leadership Evergreen honored Ted Sells with a nomination for Leader of the Year during its annual Honoree Celebration on Thursday, March 3, 2016.

    Archive

    Ted Sells Receives Leader of the Year NodRead More

    When a Gift Can Cause More Harm Than Good: Planning for Those with Special NeedsRead More

    Adult-Children as Fiduciaries: A Word of CautionRead More

    Sells' Associate Named Young Professional of the YearRead More