Good Building Sites?
Are they all gone? Yes, no, maybe? While it’s true that dream sites on untouched land are scarce, that doesn’t mean there are no good building sites available. It does make it increasingly worthwhile to…
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Executing A Will: Duties Explained
Creating a will is an important way to organize affairs and prevent loved ones from having excess stress when we die. At the time a will is made, a trusted individual is designated to…
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Wealth Transfer: OutRight Or In Trust?
As Baby Boomers transfer trillions to younger generations, there are many decisions to be made, not just about what estate planning tools to use (wills or trusts) but about fundamentals, like whether to make…
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Fiduciary Basics for Plan Sponsors
Even as The Department of Labor continues efforts to clarify the fiduciary rule, it’s critical for plan sponsors to understand and act in accordance with the fundamentals of the role under the standards of…
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Toward Better: Retirement Saving Success
The financial pressures on workers are many. Student loans, home purchases, caregiving, and health expenses all get in the way of saving for retirement. No wonder financial worries weigh down on employees, impacting businesses…
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On Behalf of Participants: Funds Recovered
Every year, the DOL’s Employee Benefits Security Administration (EBSA) recovers funds for the participants of company sponsored retirement plans, and 2023 was no different. Enforcement action and complaint resolution, as well as the abandoned…
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Worried About Retirement: Women!
Several research projects this year have concluded with this “discovery”: women are generally more worried about financing their retirements than men. Ironically, that these findings still come as “news” underscores the depth of the…
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Rainy Days Continue For Prince’s Estate
When music legend Prince died unexpectedly in 2016, it took six years for relations and business associates to come to agreement over his assets and affairs. The plans, announced in 2022, would have allowed…
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Probate Dispute?
Ordinarily, probate court matters are routine, and may include admitting wills, greenlighting executors and ensuring creditors and beneficiaries receive the appropriate notifications in a timely manner. Sometimes disputes, such as will contests or claims…
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