Don’t Leave a Jigsaw Puzzle Behind: Estate Plan!
For so many reasons, it’s important for every adult to have plans that address our care needs in the event of an emergency, as well as arrangements for our assets. Parents of minor children…
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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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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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ERISA: Civil Violations?
Yes, the Department of Labor’s Employee Benefits Administration (EBSA) regularly pursues violations of ERISA, recovering funds for retirement plan participants. Civil corrections, litigation and even criminal indictments are all possibilities for plan fiduciaries under…
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