Joint Accounts and Probate?
Adding adult children to accounts (aka “joint tenancy”) is one way to allow assets to pass on to them expediently, without going through the public process of probate, upon your death. Joint tenancy is simple…
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Why Are Revocable Trusts So Handy?
Revocable trusts are the most common type of trust. Setting up a revocable trust is relatively easy, allows for flexibility and helps with a number of estate planning goals. Part of the appeal, as the…
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SECURE 2.0 in 2024: Key Changes for Employers
Understand the key changes brought by SECURE 2.0 in 2024 that can help companies strengthen their retirement plans and better address the needs of employees. Changes include age-based contributions, student loan matching, emergency savings, and…
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Flex-Tirement? Grand-ternity?
Baby Boomers are living longer than earlier generations, and many have developed skills employers rely on: if every eligible Boomer fully retires as soon as eligible, employers will face labor shortages. No wonder businesses are…
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Getting Help: Estate, Probate and Trust Administration
Expert legal help is a good idea during estate planning, while navigating probate as a personal representative, or when serving as a trustee. Here are examples of the legal processes attorneys can guide you through,…
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Should The Executor of a Will Use Discretion?
Just as the title expresses, the role of executor is to carry out the intentions of the testator (aka person creating a will), so generally, executors do not volunteer their own discretion while fulfilling their…
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You’re Hired! Oops…
Given the investment involved in finding, onboarding and retaining excellent employees, “one and done” interviews (“OK, start tomorrow”) are not the way to go, even if you are desperate and the candidate seems terrific. Effective…
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Scathing Email?
What now? How dare they! All business leaders have the experience of unexpectedly getting slammed with an unexpectedly critical, and even nasty, email. What to do? Take a breath, walk away, and think carefully before…
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More Grandparents Than Grandchildren?
That’s the trend in the United States, where fewer births and longer lives are resulting in lots of tense conversation about retirement savings. Will we make it? Some experts say it’s time to push back…
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