Alternatives To Probate Litigation?
Confusion and conflict are unfortunate, but sometimes unavoidable upon the death of a loved one. Before pursuing courtroom resolution via probate litigation, consider negotiation or mediation, with the assistance of an experienced probate attorney….
Read Moreabout Alternatives To Probate Litigation?
Probate Litigation Explained
While probate is the ordinary public process that settles our affairs when we die, probate litigation refers to legal contests requiring courtroom resolution. Examples of probate litigation include challenges to a will and lawsuits…
Read Moreabout Probate Litigation Explained
Moving The Needle: Auto Enrollment
Starting early and saving consistently are the keys to building a solid nest egg for retirement. Data continues to indicate that employer sponsored plans that utilize automatic enrollment and escalation are moving the needle,…
Read Moreabout Moving The Needle: Auto Enrollment
Failure To Obtain ERISA Bond?
Plan sponsor oversights add up fast, as a lawsuit brought by the Department of Labor (DOL) painfully reminds us. Allegations, specifically naming a plan sponsor, include abandonment of the plan—and failure to obtain the…
Read Moreabout Failure To Obtain ERISA Bond?
DOL’s Proposed Fiduciary Rule Explained
Public hearings and comment periods related to the Department of Labor’s proposed new fiduciary rule are currently slated to end in early January, 2024, making it important for plan sponsors to understand the basics…
Read Moreabout DOL’s Proposed Fiduciary Rule Explained
Understanding Peak 65
It’s here: 2024, and the demographic milestone anticipated to have a major impact on retirement plans (and realities) for Americans. As the phrase “Peak 65” implies, the largest number of Americans ever will turn…
Read Moreabout Understanding Peak 65
Trustee Duties: Disclosure and Accountability
When a trust is created, one or more trustees must be appointed to administer it. Far from being an honorary role, a trustee is obligated to manage the trust in accordance with the terms…
Read Moreabout Trustee Duties: Disclosure and Accountability
Estate Law and Pets?
For many people, pets are beloved companions, but in the eyes of the law, cats, dogs, and other feathered, scaly or furry friends, are, in fact, just like jewelry and clothing: personal property. Read…
Read Moreabout Estate Law and Pets?
IRS Guidance on SECURE 2.0
Given the massive scale (and page count) of SECURE 2.0, it may come as a relief to all the retirement plan sponsors scurrying toward comprehension and compliance that the IRS has begun issuing Q &A…
Read Moreabout IRS Guidance on SECURE 2.0