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ERISA 12.29.2023

Understanding Peak 65

  It’s here: 2024, and the demographic milestone anticipated to have a major impact on retirement plans (and realities) for Americans. As the phrase “Peak 65” implies, the largest number of Americans ever will turn…
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Understanding Peak 65
Court Bonds 12.29.2023

Trustee Duties: Disclosure and Accountability

  When a trust is created, one or more trustees must be appointed to administer it. Far from being an honorary role, a trustee is obligated to manage the trust in accordance with the terms…
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Trustee Duties: Disclosure and Accountability
Court Bonds 12.29.2023

Estate Law and Pets?

  For many people, pets are beloved companions, but in the eyes of the law, cats, dogs, and other feathered, scaly or furry friends, are, in fact, just like jewelry and clothing: personal property. Read…
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Estate Law and Pets?
Contract Surety 12.29.2023

IIJA?: How’s It Going?

  It’s been two years since the Infrastructure Investment and Jobs Act (IIJA) provided a five year allocation, totalling $1.2 trillion federal dollars, for long neglected projects. What’s been accomplished with the IIJA dollars so…
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IIJA?: How’s It Going?
Contract Surety 12.29.2023

Before The Shovel Hits The Dirt…

  With disputes–and the cost of resolving them–rising, construction pros urge making an agreement about how to handle the project changes that will inevitably crop up before any work begins. Be careful though: contract lingo…
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Before The Shovel Hits The Dirt…
ERISA 12.26.2023

IRS Guidance on SECURE 2.0

Given the massive scale (and page count) of SECURE 2.0, it may come as a relief to all the retirement plan sponsors scurrying toward comprehension and compliance that the IRS has begun issuing Q &A…
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IRS Guidance on SECURE 2.0
ERISA 12.22.2023

Gen X: Running Behind

Working, Gen X Americans, between the ages of 43 and 58, are facing big hurdles on the path to successful retirement. For Gen X, the first generation largely reliant on company sponsored retirement plans and…
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Gen X: Running Behind
Court Bonds 12.22.2023

Irrevocable Trust: Pros and Cons

Given the relative ease of set-up and their flexibility, revocable trusts are a popular and convenient estate planning tool. Despite the scarier name and implications, however, irrevocable trusts can also turn out to be useful,…
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Irrevocable Trust: Pros and Cons
Court Bonds 12.22.2023

Back Up Plan: Fiduciaries!

One of the most important aspects of estate planning is the designation of fiduciaries: the people entrusted to manage our affairs, in accordance with our intentions. Because life takes twists and turns, attorneys advise naming…
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Back Up Plan: Fiduciaries!