Trust Assets: Takers of Last Resort?
Since trusts can be tailored to address a variety of circumstances, establishing a trust can be worth the time and effort for many families, especially when the trust agreement clearly lays out the plan for…
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Authorized Decision Makers: POA and Guardian
The possibility of living a longer, healthier life has never been greater. Nonetheless, capacity declines are a real possibility for all of us. Proactively designating a power of attorney (POA), ensures someone we trust can…
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How Much More?
Inflation. Shrinkflation. Supply challenges. Other complications. Absorbing higher costs into your business. Yeah, yeah, yesterday’s news? Not so fast, advise construction pros. Analyzing current costs, comparing them with what you were paying last year, and…
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Green Infrastructure: Porous Pavement
Strategic use of porous pavement along seven miles in Brooklyn will allow storm water to drain into the ground, rather than flood city sewer systems. The $32 million dollar project is scheduled for completion next…
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DOL Plan Audits Explained
Plan audits are an important way the Department of Labor ensures compliance with ERISA standards. Sometimes DOL plan audits are random, but errors, including mistakes with the submission of Form 5500, can trigger audits too….
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Common Fiduciary Errors
It’s a very, very rare business owner who sets out to screw up the company retirement plan. Most plan sponsors take fiduciary obligations and secure retirements seriously. Nonetheless, ERISA is a complex law with high…
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Estate Planning Templates?
It’s easy enough to find estate planning templates online, and using them is certainly cheaper (at least in the short run) than working with an attorney. The questions on templates can even be a helpful…
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Considering A Professional Fiduciary?
The services of a professional fiduciary can be a huge relief for individuals aging solo, as well as for those with special needs. Professional fiduciaries are also frequently relied upon to administer estate plans, or…
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Compliance and Connection
Employers sponsoring retirement plans must comply with Department of Labor requirements for sharing clear, comprehensible information with participants and beneficiaries. Going above and beyond compliance inspires more engagement in the plan, and more trust in…
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