Executor? Get Ready
When you’re entrusted with the will and other affairs of someone you care about, it’s best to prepare ahead. Of course that sounds awful, but grief will make the fiduciary responsibilities you’ve accepted even…
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Estate Plan: Update vs Rewrite?
Mustering family energy and focus to complete an estate plan once is a pretty big deal, right? While doing so is a gift to everyone involved, estate planning is not a “set it and forget…
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Constructing for People in Austin
It’s easy to forget that infrastructure builds are all about people. Afterall, we all need access to homes, jobs, schools—and our families, right? A walk to or through the park? That’s helpful too. No…
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Constructing Accessibility
Access to New York City subways for those unable to climb stairs is likely to become easier—by 2055. Lawsuits initiated in 2017 have been winding their way forward, shining the spotlight on the fact…
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Obligated To Mitigate Risks
ERISA law experts continue to keep a close watch on how the Department of Labor’s 2021 cybersecurity guidance for employee retirement plans is playing out in audits and court rooms across the country. The…
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Optimism: Five Years Out?
What’s ahead for retirement plans? While there’s lots of worry about cybersecurity, plan leakage, and, the lingering impact of the current tsunami of ERISA litigation, industry experts see bright spots when looking ahead. More…
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Probate vs Probate Litigation?
When a loved one dies, grief can make legal terms even harder to comprehend then usual. Here’s clarity on probate: most families will work through their state’s probate process to settle the affairs of…
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Trusts and Wills: Understanding Differences
Wills and trusts are both helpful estate planning tools. Either a will or a trust enables families to lay out how assets are ultimately to be distributed. When wills are used, the public probate…
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Endless Responsibility Lists?
That’s what retirement industry experts say plan sponsors are confronting amid rising expectations for keeping retirement accounts safe. As Michael Bonfante, Business Development Manager at Colonial explains in FiduciaryNews: “Since the DOL’s release of…
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