Online Security: Basics and Beyond
We all have a role to play in cybersecurity, and when it comes to protecting our retirement accounts, and our businesses, we all need to take the role extra seriously. The National Cybersecurity Alliance provides…
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In Real Life: Proactive Planning and Gifting
The root causes for putting off estate planning decisions are obvious: it’s icky, and fraught with unknowns. Nonetheless, making proactive arrangements for our own care during aging, and for the gifting of assets we are…
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Adulting: Do You Have An Estate?
Most likely, yes, you do have an estate. Though “estate” tends to conjure a big home, surrounded by gardens and streams, and maybe even a horse or two, an estate is really just the sum…
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ERISA Cybersecurity Obligations?
Every business must guard against the damage and disruption of cybercrime. Those that sponsor retirement plans, like a 401k, are legally obligated to work even harder, both to prevent incidents and to curtail damages after…
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Plan Expenses: Employer Reimbursements?
Can an employer directly pay for the expenses of a company sponsored retirement plan, and then be reimbursed by the plan? Yes, say ERISA attorneys–as long as certain conditions are very carefully met. It is…
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Moving to a New State? What About The Trust?
If you have made an estate plan and established a trust, good for you: a proactive approach to care and asset arrangements for life’s later years is best. Even if you end up deciding to…
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Family Harmony: Avoid Ambiguity
Thoughtful estate planning can accomplish so much. Through estate planning we can address our own financial and care needs in preparation for aging. We can target assets to give to others, and ensure they are…
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Want More Customers? Make It Easier…
Amazon changed buying for everyone. Though many of us find ourselves in a love/hate relationship with the giant, business owners have to admit it: ease is now a baseline customer expectation. How can you make…
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Preventing Legal Challenges To Estate Plans
Unusual decisions. Secrets. The sudden, intense involvement of new friends. Suspicion of undue influence. These are the kinds of circumstances that can lead to a will or trust being legally challenged. Then too, more ordinary…
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