by Beth Enneking | Feb 18, 2018 | ClearPoint Update, Compliance Update
As your trustee, we strive to keep you informed of any changes in the preneed and perpetual care state laws that may have an impact on your trust funds and contract requirements. Click on the 2018 Legislative Session Schedule button to view and download the schedule....
by Beth Enneking | Jan 24, 2018 | ClearPoint Update
The Annual Grantor Letters were mailed on January 23, 2018. These annual tax forms are mailed to the grantors of the preneed trusts that have not elected QFT (Qualified Funeral Trust) status. If you have questions regarding the Grantor Letters, please contact Customer...
by Beth Enneking | Jan 10, 2018 | ClearPoint Update
Our office will be closed on the following Holidays in 2018: Martin Luther King Jr. Day, Presidents Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving, Christmas Eve and Christmas Day. To print or download a copy of the 2018 ClearPoint Holiday...
