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Court Bonds 05.04.2023

Secrecy and Practicality Too: Trust Types

  Because they can be customized based on circumstances and personal preferences, including a desire for privacy, trusts are very handy in estate planning. The legal underpinnings of all trusts are similar, but the variations…
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Secrecy and Practicality Too: Trust Types
Court Bonds 05.04.2023

Divorce and Estate Plans?

  When divorce interrupts life, there’s a lot to be resolved, which can be overwhelming. Nonetheless, attorneys remind us not to overlook estate plans, whether they have been fully detailed or partially formed. Documents, named…
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Divorce and Estate Plans?
ERISA 05.03.2023

Mind The Gaps

  As the saying goes, perception is everything, and when it comes to employee satisfaction, there’s a widening gap between employer and employee perceptions of well being: according to new survey data,  83% of employers…
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Mind The Gaps
ERISA 05.03.2023

Optional Provisions: SECURE 2.0

  As the retirement industry works to digest the massive SECURE 2.0 legislation, more clarity is surfacing about compliance issues and implementation timelines. Not to be lost in the sauce are a variety of optional…
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Optional Provisions: SECURE 2.0
Court Bonds 04.26.2023

Irrevocable Trust?

  The thought of not being able to undo a decision is downright scary—and generally more so when it comes to money. So why would anyone want to place assets in an irrevocable trust? Estate…
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Irrevocable Trust?
Court Bonds 04.26.2023

Executors: Go Above and Beyond

  When a will is made, the creator designates a fiduciary, typically referred to as an executor, to see that it is carried out in accordance with state probate protocols. During probate, it is critical…
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Executors: Go Above and Beyond
ERISA 04.25.2023

Failure To Monitor Other Fiduciaries

  Retirement plan sponsors are not only responsible for their own actions—they are obligated to monitor the other fiduciaries of the plan. Failure to monitor can result in being named personally liable in a lawsuit,…
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Failure To Monitor Other Fiduciaries
ERISA 04.25.2023

Making Defendants Look Dumb?

  Lawsuits against 401k plan sponsors are continuing at an “unprecedented pace,” with 2022 second only to the flood 2020 brought on. Attorneys point out that despite some modest signs of courtroom optimism for plan…
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Making Defendants Look Dumb?
Court Bonds 04.19.2023

Divvying Up The Estate?

  What matters most: equal or fair? Ensuring that adult children all benefit from a share of our assets requires clear thinking—and courageous communication. While it is easy and typical to say each child gets…
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Divvying Up The Estate?