Better Than Litigation? Communication!
When it comes to making arrangements to gift assets to relations, attorneys underscore the importance of clearly communicating intentions. This is true even if relationships have been strained and communicating requires courage: bad feelings…
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BABA? The Rules!
Since passage of the Infrastructure Investment and Jobs Act in 2021, contractors have awaited clarification on what exactly Build America, By America encompasses. After an extensive public comment period, final guidance has been issued….
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Big News for Kids and Builders: NYC
A record-breaking $19.4 billion has been allocated for construction projects to improve New York City’s public schools. The money will fuel new construction as well as upgrades. Additionally, some of the funding will be…
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Better For All?
According to the Pension Research Council, fewer women than men have retirement accounts, and plan sponsors across the country are taking notice and action. Recognizing that thriving businesses focus on recruiting and retaining a…
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Sorry! Mea Culpa…
Even when solid procedures, paid experts, and great diligence are in play, mistakes get made in the sponsorship of retirement plans. It’s always best for plan sponsors to be proactive about identifying and attending…
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Too Much and Too Little? Medicaid Trusts
As confidence in the possibility of a real retirement falls, and the number of us living longer lives rises, there’s a real possibility that more of us will need public help in our later…
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Conservatorship vs Overprotection?
Conservators can be appointed to make financial decisions and safeguard assets for adults experiencing capacity declines, including changes related to aging and dementia. Professional conservators are a possibility and can be a huge relief…
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Blurry on Retirement
New data exemplifies the blurry feelings and ideas workers have about retirement, with about one third indicating that they are unlikely to ever actually retire, while about half of those in their 60s plan…
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New Theories of Liability
New trends in claims against retirement plans (and their fiduciaries) include allegations of imprudence related to investment fund choices. Even as excessive fee litigation claims brought in 2022 continue to clog up courts, new…
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