Getting Help: Estate, Probate and Trust Administration
Expert legal help is a good idea during estate planning, while navigating probate as a personal representative, or when serving as a trustee. Here are examples of the legal processes attorneys can guide you…
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Should The Executor of a Will Use Discretion?
Just as the title expresses, the role of executor is to carry out the intentions of the testator (aka person creating a will), so generally, executors do not volunteer their own discretion while fulfilling…
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You’re Hired! Oops…
Given the investment involved in finding, onboarding and retaining excellent employees, “one and done” interviews (“OK, start tomorrow”) are not the way to go, even if you are desperate and the candidate seems terrific….
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Scathing Email?
What now? How dare they! All business leaders have the experience of unexpectedly getting slammed with an unexpectedly critical, and even nasty, email. What to do? Take a breath, walk away, and think carefully…
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More Grandparents Than Grandchildren?
That’s the trend in the United States, where fewer births and longer lives are resulting in lots of tense conversation about retirement savings. Will we make it? Some experts say it’s time to push…
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One Size Fits All? No Thanks…
How many of your current employees would change jobs in a heartbeat if offered better benefits at a different company? A survey conducted by TIAA’s Nuveen offers this answer: 7 in 10. Specifically, employees…
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Productivity Vs Cybersecurity?
Perhaps not surprisingly, employees are often more concerned with accomplishing their tasks quickly, than with workplace cybersecurity. As a result, many, knowingly or not, are going around “cumbersome” cybersecurity protocols. Use of unapproved apps and…
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Best Practices for Retirement Plan Sponsors
As fiduciaries, plan sponsors must take an active role in overseeing the plan, even when outsourcing. Here are examples of best practices for plan sponsors related to keeping all participants engaged and informed, avoiding…
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Updating Estate Plans: A Checklist
If you’ve made an estate plan, good for you: you’re ahead of many people in gifting your family (and yourself) with peace of mind. However, keep in mind, estate planning is not a “once…
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