Ralph Castelli

Now that the weather has turned (finally), many of us are spending time outside, planting, weeding and maintaining our yards. Our garden beds aren’t the only things requiring upkeep – estate plans need a little care and maintenance too. In this issue, Brian Jenney reminds us that it is important to revisit estate planning documents and beneficiary designations every three to five years to make sure trusts are funded properly and proper beneficiaries are in place.

Professional Reputations also require ongoing attention. Stuart Sinai looks at the potential stigmas that unwarranted complaints can inflict on investment advisors’ permanent records if left unchecked.

Finally, in today’s climate, it might be prudent for employers to revisit their company sexual harassment policies. Mark Filipp shares excerpts from Employment Law Answer Book that offer general guidelines for employers looking to reduce the risk and liability of sexual harassment claims.

Best Wishes,

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