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Estate Planning and AI?
more to rectify mistakes from a poorly executed estate plan….AI cannot “read the room.” Often, estate planning involves sensitive issues for the individual or family. Understanding and explaining the nuances...
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Fully Engaging As a Plan Sponsor?
These include creating properly drafted policy statements, including policy statements for recordkeeping, education, cybersecurity and investment. However, Young cautions that everything put in writing becomes a plan document that is...
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Great Mortgage Broker?
nearly 70 percent…Consumers can benefit from having nonbank lender choices, because many of these lenders…make submitting an application, uploading documentation, and communicating with the lender easier… Some tech-enabled lenders are also…offering...
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Estate Planning: Transfer Designations?
is not aware of such designations. This inadvertent omission increases the risk that a customer’s wishes will not be carried out upon death. Whenever a customer is considering putting a...
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Executor and Beneficiary?
Depending on the complexity of the estate involved, it ordinarily takes about 6-12 months for an executor to settle an estate. It’s important for executors to maintain communications with beneficiaries...
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Terms of Service
distribute any content that: Is illegal, threatening, defamatory, abusive, harassing, degrading, intimidating, fraudulent, deceptive, invasive, racist, or contains any type of suggestive, inappropriate, or explicit language; Infringes on any trademark,...
Trusts: Set Everyone Up For Success
setting up a trust can lead to costly conflicts, disagreements and even extended, resource-draining litigation. Recommended best practices when establishing a trust include: Be Transparent. The most important step...
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The Importance of ERISA Bonds
The words “fiduciary breach,” conjure something big going wrong with the company-sponsored retirement plan, resulting in headline-making allegations. In reality, a painful, “regular,” plan sponsor error, failure to have...
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Trustee Duties: Disclosure and Accountability
method. Then, simply print or e-file the bond. Obtain a Trustee Bond Here. Good To Know: Trustee Failures? As fiduciaries, trustees are liable for shortcomings in their duties–including...
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