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ERISA 04.14.2021

401(k) Tax Credits for Small Businesses

  Starting and administering a 401(k) retirement plan can be a daunting challenge for small businesses. Tax credits can help. If you’ve previously begun a plan, you may even be eligible for tax credits now….
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401(k) Tax Credits for Small Businesses
Surety Bonds 04.14.2021

Zooming Along: Building Speed

  How does $205 billion for a national high-speed rail sound? With infrastructure planning underway and prospects of returning to the office on lots of minds, transportation possibilities are everywhere. Remember the Jetsons…? Think it…
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Zooming Along: Building Speed
Surety Bonds 04.14.2021

Schools Are Building: $190 Billion!

The future is now. School districts across the country are busy constructing and renovating buildings to reflect innovations in education. Smart walls? Treehouses? Contactless everything? Flexible spaces? All are possible. Ready to go? It’s Not…
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Schools Are Building: $190 Billion!
Court Bonds 04.12.2021

Unequal But Fair: Estate Planning

  Estate planning experts are helping older adults realize unspoken hopes about the “right” distribution of assets to grown children. Sometimes this results in less equal, but ultimately more fair plans.  Realistic and transparent family…
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Unequal But Fair: Estate Planning
Court Bonds 04.12.2021

Joint Bank Accounts Create Complications

Legal experts caution that adding a child to your bank account for efficient access to funds upon your death can create its own complications. Additionally, doing so is not nearly the same as formalizing your…
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Joint Bank Accounts Create Complications
Cyber for Plan Sponsors 04.12.2021

Medicare Basics for Retirement Budgeting

Many 401k savers are unrealistic when budgeting for retirement. Healthcare costs are frequently underestimated, with Medicare coverage largely misunderstood. When educating plan participants about retirement savings, plan sponsors are encouraged to raise awareness about the…
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Medicare Basics for Retirement Budgeting
Cyber for Plan Sponsors 04.12.2021

Responsibilities and Risks: Cyber Theft

  When cyber crimes lead to the fraudulent distribution of retirement funds, who is responsible? While official answers play out in court rooms and regulatory departments across the country, legal experts offer practical advice to…
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Responsibilities and Risks: Cyber Theft
Court Bonds 04.05.2021

Estate Planning For Art Collectors

The art we choose to value contributes to our stories—those we tell and those that will be told about us. Whether you have a few cherished antiques, splurged on a work of modern art that…
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Estate Planning For Art Collectors
Surety Bonds 04.02.2021

Home Sweet Home: Builders Please!

  Consider this: there are now more real estate agents than houses for sale, according to the National Association of Realtors (NAR). Contractors who can build or renovate homes are in high demand as the…
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Home Sweet Home: Builders Please!