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Balancing Long-Term and Short-Term Planning in Estate Management

Balancing Long-Term and Short-Term Planning in Estate Management

Estate managers who successfully balance short-term and long-term planning create more stable estate operations. A well-structured plan ensures that immediate tasks contribute to the estate’s long-term success.

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Do you Need a Company Vehicle Use Policy?

A company vehicle policy outlines the rules and guidelines for the use of vehicles owned or leased by a company or principal. Having a company vehicle policy can help establish guidelines for the proper use and maintenance of company vehicles. PRO Content.

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Collection Management 101

Cataloging serves as the crucial first step in effectively managing a principal's fine art collection. This entails meticulously gathering and documenting all pertinent information for each artwork.

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