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Court Bonds 01.14.2023

What About The Car? Affairs of The Estate

  When a friend or loved one dies, their car is usually the last thing on anyone’s mind. Ultimately, however, an answer must be found to “what about the car?” Typically, the task of dealing…
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What About The Car? Affairs of The Estate
Court Bonds 01.14.2023

Affairs of the Estate: Covering The Costs

  When you serve as the representative designated to bring closure to the affairs of a loved one, the costs tend to add up fast—and so do the tasks. Read on for advice from estate…
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Affairs of the Estate: Covering The Costs
Court Bonds 01.06.2023

Reality Check: Probate?

  Though lots of scary stories float around, there is nothing inherently bad about probate. Simply put, probate is the legal, public process that brings closure to our affairs when we die. The court supervising…
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Reality Check: Probate?
Court Bonds 01.06.2023

Establishing An Age Based Trust

  Trusts allow families to set aside and protect assets for distribution to designated beneficiaries over time. Though trusts can be established for particular uses, like education, healthcare, or charitable giving, they can also be…
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Establishing An Age Based Trust
Cyber for Plan Sponsors 01.05.2023

Secure 2.0: Essentials

  It’s official: Secure 2.0 has been signed into federal law. Retirement industry experts point out that it will have widespread implications, with some of the new regulations aimed at reform going into effect immediately,…
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Secure 2.0: Essentials
Cyber for Plan Sponsors 01.05.2023

Cybersecurity: 3-Prong Strategy?

  Retirement plan sponsors must know what their service providers are doing toward cybersecurity. They must also put best practices in place in their businesses—and ensure that plan participants are following appropriate online security procedures….
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Cybersecurity: 3-Prong Strategy?
ERISA 12.22.2022

Avoid Extremes

Play it safe or seek growth? While overseeing the company retirement plan, it may be tempting for plan sponsors to take an overly cautious stance with the investment options. On the other hand, the lure…
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Avoid Extremes
ERISA 12.22.2022

Final Rule: The DOL and ESG

  The U.S. Department of Labor has released it’s final rule on ESG factors in retirement accounts: while plan fiduciaries may consider environmental, social and governance factors when selecting investments for the plan, they are…
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Final Rule: The DOL and ESG
Court Bonds 12.17.2022

Serving As A Financial Guardian?

  Parents of children under 18 need an estate plan that includes the designation of a guardian to oversee the financial arrangements made for minors. Correspondingly it is vital for the appointed guardian to understand…
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Serving As A Financial Guardian?