Passing estates through the probate process can cost you and your estate a large amount in fees while causing your loved ones to have to wait until the resolution of the process to receive the… Read Moreabout Joint Tenancy Can Keep Property Out of Probate
This may sound like common sense but it does in fact need to be noted: according to IRS rules, a plan must operate according to its own plan document’s terms in order to maintain its… Read Moreabout Plan Fiduciaries Must Follow Plan Documents
As a fiduciary, you may do everything by the book in choosing what to invest plan assets in. The investment may be safe, provide proper amounts of returns and not be overly risky. But there’s… Read Moreabout Hidden Fees Can Make Plan Investments Imprudent
An increasing number of 401(k) sponsors and providers of retirement products are seeing lawsuits against them alleging, among other things, excessive plan fees in violation of ERISA and therefore, a breach of the plan fiduciary’s fiduciary duty…. Read Moreabout Excessive Fee Suits Against Plan Fiduciaries Becoming More Popular
If you cannot afford an attorney but still hope to become a guardian, The City University of New York is here to assist you by guiding you through the guardianship process. While CUNY strongly recommends going through… Read Moreabout How to Become a Guardian Without a Lawyer
In Texas, when a person dies and leaves property that hasn’t been transferred to someone else through a trust, wasn’t owned via joint ownership with a right of survivorship, or isn’t subject to direct payments… Read Moreabout Guide to Probate in Texas
