Ensuring Fairness & Accountability in Probate Litigation
Most families will at some point find themselves following the probate procedures in their local court to bring the affairs of a loved one to closure. This ordinary process should not be confused with probate…
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Red Flags for 84% of Retirement Plan Sponsors?
Analysis of nearly 800,000 Form 5500 filings reveals that the majority of retirement plan sponsors have at least one “red flag violation.” Since both regulatory compliance and fiduciary shortcomings are a very big deal…
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Winning With the Low Bid?
Sure, competitive pricing matters, but over-reliance on being the lowest bidder is a tactic that leaves a lot to chance–and ultimately a lot of potential wins and profits on the table. It’s a good idea…
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Still Ignoring Emerging Technology?
With the flow of technological possibilities flooding the construction industry, standing still, or burrowing in that old spreadsheet, is not a viable option. The push for efficiency and speed has never been more urgent, though…
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Setting Up A Trust?
Trusts are an important tool in estate planning, because they can be set up to specifically address a variety of familial goals, and even to earmark funds for our own needs later in life. However,…
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Social Considerations in Estate Planning
Experienced estate planning attorneys provide so much more than legal documents. Though an endless assortment of “ready made” estate planning documents is available online, only attorneys can really help us think through the care needs…
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Benchmarking: Why and How
As a retirement plan sponsor, you’re entrusted with helping your employees secure their financial future. In fact, under ERISA, you’re legally obligated to act in the best interests of plan participants. This includes ensuring the…
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Discounts for Early Payment?
Perhaps you’ve noticed competitors offering discounts for early payment and are tempted to do the same? Offering discounts for early payment can indeed be useful, but it’s not a great strategy to become overly reliant…
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Pain Points: Think Ahead…
Before 2025 gets too much further along, it’s a good idea to check in on your business plan. The smart move isn’t clinging to outdated projections but proactively anticipating challenges. For example, consider how disruptions…
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