Devastating To Plan Participants
Among other fiduciary breach claims, a new lawsuit, filed by retirement plan participants against a freight transporting business, alleges plan sponsor failure to monitor revenue-sharing payments for reasonableness, and describes the results to participants…
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Summary Plan Description?
A proper SPD is mandatory for compliance of the company sponsored retirement plan with ERISA. Importantly, a good, solid SPD is also helpful in the administration of the retirement plan and can even be…
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2023’s Coming: Contribution Limits
Though many of us are still wondering where August went, we’re actually closer to New Year’s 2023 then Labor Day 2022. The government has announced the contribution limits for elective deferrals to retirement accounts…
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Filing A Will in Probate Court?
Families frequently—and mistakenly—believe that when a will exists, probate can be avoided upon the death of a loved one. The fact is, a will needs to be filed in probate court, and this is…
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Customizing A Special Needs Trust
Establishing a Special Needs Trust for a loved one ensures allows you to think about their needs, including the importance of maintaining eligibility for government benefits. Lawyers explain how a trust can be customized…
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Avoid Disputes
Avoid Disputes In addition to all the other important reasons to carefully prepare a will and or trust, is this one: having a solid estate plan is the best way to avoid the disputes that…
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Can You Avoid Probate? Should You?
There is nothing inherently bad about probate. Simply put, probate is the legal, public process that brings closure to our affairs when we die. Although most states offer expedited processes depending upon the level…
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18 and Up?
Simply put, everyone from the age of 18 on up needs an estate plan: the tools that will arm our loved ones to attend to our affairs. Ideally, they won’t need these legal documents for…
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Co-ops, Trusts and Special Needs?
Families of children with special needs have extra to worry about in life—and estate planning. What happens, for example, if a family intends to leave a co-op apartment to an adult child with special needs?…
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