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Trusts Require Careful Decisions
keep in mind that though it does take some time, there is nothing inherently wrong with the probate process—and in fact, probate can be helpful under some circumstances. When opting...
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Gray Divorce: Estate Plan!
originally planned on. This in turn can cause people to break out of unhappy marriages because they believe they have more time to find true happiness once again.” Finances, including...
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Charitable Giving: Will vs Trust?
...a rudimentary understanding of financial and legal concepts. This is often even more important when charitable beneficiaries are involved. You may wish to consider appointing a professional Trustee. No...
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Divorce and Estate Plans?
you chose when drafting these documents in now unable to act, it could result in the entire power of attorney being inoperable. If this happens and you become incapacitated, your...
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The Importance of Communicating About Employee Benefit Plans
an opportunity for employers to increase trust by focusing more on communication, including education about their available benefits and what they cover. Increase Employee Trust: Communicate More Start by talking...
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The Partnership Account®
Apply Online Click here to Apply Online. Apply by Fax Download, complete and submit application. Fax application and all to: (866) 449-8004. Apply by Mail Download, complete and submit application.Mail application and all documents to: Colonial...
Winning Bids: $9.2 Billion
Windstream Holdings Inc. to newcomers such as cable provider Charter Communications Inc. and Elon Musk ’ s SpaceX. The companies bid against each other in an auction designed to steer...
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Beneficiary Designations: Essential Practices
still employed….” Accounting experts at Mauldin & Jenkins point out “the best practice of all is to establish strong administrative procedures that minimize the likelihood of missing participants,” and recommend...
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Cybersecurity—and Lawsuits Too
Put these obligations in service agreements. Thefts can also result from hacking into employee computers at the worksite or when working remotely. Plan sponsors should also maintain cybersecurity insurance...
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