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ERISA 09.23.2022

Recordkeepers and Their Providers: Diligence!

  The role of employers in helping workers plan and save for retirement is growing and recordkeeping service providers are responding with expanded offerings, often provided through third parties. Accordingly, when selecting and monitoring recordkeepers,…
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Recordkeepers and Their Providers: Diligence!
Court Bonds 09.18.2022

Assets, Debts, Taxes: Executor Duties

Agreeing to execute the will of a loved one or friend involves more then most people realize. Executors are encouraged to prepare ahead of time to the greatest extent possible. Experts share their insights for…
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Assets, Debts, Taxes: Executor Duties
Court Bonds 09.18.2022

Estate Plans: It Takes a Village

  By it’s very nature, creating—and periodically updating, an estate plan requires us to involve others. Importantly, for example, when young children are involved, a guardian must be designated. Wills rely on personal representatives, typically…
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Estate Plans: It Takes a Village
Court Bonds 09.10.2022

Executing Paul Allen’s Estate

  When Microsoft co-founder, Paul G. Allen died in 2018, his net worth was estimated at $20.3 billion. His sister Jody Allen has had the big role of executing his estate in line with his…
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Executing Paul Allen’s Estate
Court Bonds 09.10.2022

Inheriting Debt?

Mortgages, credit card bills and car loans are among the types of debt left behind upon the death of a loved one. What happens to these debts? Can the burden of payment be passed on…
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Inheriting Debt?
ERISA 09.10.2022

Saving for Retirement: Technology Helps

  Retirement plan service providers have been investing in online tools and content to keep plan participants more engaged, informed and active in managing their paths to retirement. Recent research illustrates how digital experiences are…
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Saving for Retirement: Technology Helps
ERISA 09.10.2022

10,000 A Day?

  That’s how many Baby Boomers are retiring—each day. In 2024, the United States will have more 65 year olds then at any other time in history. Experts observe that those planning for retirement are…
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10,000 A Day?
Contract Surety 09.10.2022

Painful Labor Shortages

Of course it’s not surprising for anyone in the industry to learn that the annual workforce survey by the Associated General Contractors of America reveals “painful labor shortages” in just about every aspect of construction….
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Painful Labor Shortages
Contract Surety 09.10.2022

Small Businesses: Feeling Opportunistic?

  Forecasters point out that small construction firms have good reason to be opportunistic in steering their businesses forward. In fact, many small businesses had strong growth in 2021, despite unprecedented challenges. Looking toward normalcy,…
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Small Businesses: Feeling Opportunistic?