Survivor Trustee: Cognitive Continuity Clause?
In the face of long lives and a rise in the number of people experiencing cognitive decline, some attorneys point out that incorporating a “cognitive continuity clause” in revocable trust instruments can serve as…
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Administrator Responsibilities and Bonds
When someone dies without a will, the local probate court typically appoints an administrator to bring the affairs of the deceased to closure. Once debts are paid, the state laws of intestacy dictate the…
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Supersedeas and Appeal Bonds
Though in some jurisdictions, the terms supersedeas bond and appeal bond are used interchangeably, other jurisdictions distinguish between the terms. Generally, a supersedeas or appeal bond enables the losing party in a civil litigation…
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Assigning Assets To A Trust
Designating assets to a trust is an important strategy in estate planning. Trusts can be set up to specifically address a variety of familial goals, and even to earmark funds for our own eventual…
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Financing for Clean Power Projects
The first, national, green bank in the United States, the Coalition for Green Capital, is open for business, with the goal of directing $5 billion from 2022’a Inflation Reduction Act (IRA) into projects supporting…
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College Vs Trade School?
As many young people weigh the pros and cons, more and more are leaning into trade schools. Practical considerations related to costs and eagerness to earn a steady pay-check are tipping the scales—a good…
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401k Fees: Paying Too Much?
Chances are good that if you are a plan sponsor with 100 or more employees, yes, you are paying more than what’s considered efficient. Read on for the results of an analysis of thousands…
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What’s The Difference: Bond Vs Insurance?
It’s wise for plan sponsors to know the difference between an ERISA fidelity bond and fiduciary liability insurance. Required by law, ERISA bonds protect the plan and participants. Though not mandated by the government,…
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What About The Providers of The Provider?
Retirement plan sponsors are responsible for vetting the cybersecurity practices of their third party providers. But what about the providers those providers outsource too? Yes, indeed: plan sponsors need to know about subcontractors and…
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