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 the…
Read Moreabout What About The Providers of The Provider?
Gen U: Unretired?
Leaving the workforce only to return has been a growing trend for “older workers.” In the face of longer life spans and the rapid pace of change, there are more questions than answers facing midlife…
Read Moreabout Gen U: Unretired?
Your Bond Might Not Be an ERISA Bond
The ERISA Act requires that every person who handles employee benefit plan assets or funds as well as any plan fiduciary be bonded with an ERISA fidelity bond. Those bonded must be bonded for at…
Read Moreabout Your Bond Might Not Be an ERISA Bond
Shifting Asset Ownership?
Assigning assets to new owners can be a useful estate planning strategy, especially when circumstances make a speedy and private inheritance preferable. In essence, when asset ownership is effectively shifted ahead of death, the public…
Read Moreabout Shifting Asset Ownership?
Dementia and Guardianship?
Reckoning with the progressive cruelties of dementia is an ongoing and stressful process for impacted families. Though tendencies to deny and minimize the challenges are understandable, a proactive approach to designating decision makers to step…
Read Moreabout Dementia and Guardianship?
Appeal Bonds Made Simple
After a loss in a civil court case, If there are grounds to appeal, the losing party, referred to as the appellant, may delay paying the damages established in the original judgment until the appellate…
Read Moreabout Appeal Bonds Made Simple
Fiduciary? Fiduciary Attorney?
A fiduciary is any person given responsibility for the financial and or care decisions of someone experiencing a decline in capacity, or a minor. A person responsible for closing out the affairs of the deceased…
Read Moreabout Fiduciary? Fiduciary Attorney?
Inheritance Succession Explained
Who gets what? In a nutshell, inheritance succession refers to the details in state laws that specify the order in which assets are distributed to relations when someone dies intestate–aka without a will. Typically, probate…
Read Moreabout Inheritance Succession Explained
Estate Planning: Fiduciaries?
Among the many reasons why it is critical to create an estate plan, anchored by a will and or trust, is the designation of one or more fiduciaries who understand and are committed to carrying…
Read Moreabout Estate Planning: Fiduciaries?