Tidying Up: Update Your Estate Plan
When we die, our loved ones will probably find themselves with a lot to manage—along with their grief. Most families find there are papers to be located, the probate process to navigate, decisions to…
Read Moreabout Tidying Up: Update Your Estate Plan
Plan For Yourself!
Ironically, though it is trendy to talk about disruption, the disruptor that is most likely to have a massive impact on many of us —longer life spans—frequently goes without our true attention. The longer…
Read Moreabout Plan For Yourself!
When Will A Cyber Attack Impact You?
Retirement plan experts advise plan sponsors to step up preparedness for cyber attacks. Solutions built on “if” a cyber attack occurs are now less relevant than solutions built on “when”a cyberattack occurs. In other…
Read Moreabout When Will A Cyber Attack Impact You?
401k Plans: Record High Participation
Data indicates that the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 is having an impact. The Plan Sponsor Council of America’s 64th Annual Survey reveals positive trends related to retirement…
Read Moreabout 401k Plans: Record High Participation
Civil Procedure: Injunction Reversed
Although temporary injunctions can be useful legal remedies, enabling actions to be paused while the issues at stake are being assessed and resolved, specific rules of civil procedure must be carefully followed whenever an…
Read Moreabout Civil Procedure: Injunction Reversed
Sticky Notes Are Not An Estate Plan
Tony Hseih died without a will in 2020, leaving behind an estate estimated to be worth hundreds of millions. The entrepreneur, most famous for leading Zappos, was known for his progressive ideas about happiness…
Read Moreabout Sticky Notes Are Not An Estate Plan
Retirement Decumulation? Trends for 2022
Save for a healthy and secure older age. That’s why 401k plans exist, right? What’s never been as clear, is the answer to “then what?” How do we responsibly use retirement funds to meet our…
Read Moreabout Retirement Decumulation? Trends for 2022
401k Action: Assisted Roll-Out?
Businesses, the retirement industry, and, of course plan sponsors, are abuzz with how to facilitate the portability of retirement savings when employees change jobs Making portability a reality in 2022 requires “roll-out” support when…
Read Moreabout 401k Action: Assisted Roll-Out?
Inheritance: Dividing The Money Evenly?
No, parents do not have to divide their assets evenly among their children when creating a will. Although it is common to do so, there are no laws entitling each child “to get their…
Read Moreabout Inheritance: Dividing The Money Evenly?