A funeral home’s best efforts to comply with COVID-19 restrictions can be undermined when the body is delivered to the grave for burial. While the funeral director has the authority to restrict attendance of a funeral service within his/her facilities, most funeral directors are powerless to restrict attendance at the gravesite. When family and friends
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A False Sense of Security: the hold harmless for investment oversight
By Bill Stalter on
We previously discussed how the funeral home or cemetery assumes most of a preneed trust’s investment risk when selling a guaranteed preneed contract, and therefore should be afforded a role in the trust’s investment decisions (Fund Managers: Is Your O&E Coverage Current?). But in that same post, we were careful to point out…