Estate Planning and AI?
Can you use AI for estate planning? Sure. Is it a good idea to rely on AI for estate planning? Most likely not. Solid estate planning requires understanding nuances and tailoring tools, like trust…
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Reforming Wills and Trusts?
Yes, courts can make changes to a will or trust. However, typically, they are hesitant to do so, in an effort to maintain the integrity of the intentions reflected in them. Nonetheless, reformation can be…
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Rethinking Investment Options
Concerns about volatility and inflation are driving plan sponsor efforts to re-evaluate investment lineups. According to research from MFS Investment Management, sponsors are tuning into the financial worries of plan participants, and looking for…
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Fully Engaging As a Plan Sponsor?
Retired plan sponsors are busy people, with lots of built in duties and deadlines. Learning about SECURE 2.0 provisions, keeping up with cybersecurity protocols, and staying on top of emergent regulations contribute to ever…
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What If The Nest Is Never Empty?
During estate planning, the question of what to do with the family home is often the most important decision to be made, as it frequently represents the most valuable asset to be inherited. Given…
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Unmarried Life Partners? Estate Plan!
While keeping affairs organized is important for all adults, life partners who do not marry need to be especially careful. Without an estate plan, asset distribution is subject to state laws of intestacy, which…
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Protecting Water: From East To West
New projects in Washington D.C. and Austin Texas exemplify the important efforts underway around the country to keep our water clean and flowing–but not overflowing. From the East to the West, stormwater and wastewater…
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Resilient Roads?
Although we have a tendency to take roads for granted, the fact is, they need consistent attention—ever more so in the face of climate change. At the recent National Institute of Building Sciences’ Building…
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Everyone Needs An Estate Plan
Estate planning is not only about having bags of money to give away. Practically everyone needs a will to ensure affairs are left as organized as possible for loved ones. A complete estate plan…
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