Stay Alert:Recordkeepers
Understandably, retirement plan sponsors rely on their record-keeping service providers to stay on top of a lot—including hundreds of rules. However, even with great effort, recordkeepers make mistakes, so plan sponsors are advised to remain…
Read Moreabout Stay Alert:Recordkeepers
Investment Professionals: What’s The Deal?
It makes good sense for retirement plan sponsors to contract with an investment professional for guidance on the plan. Unfortunately, many plan sponsors are unclear on what, if any, fiduciary responsibilities the investment professional is…
Read Moreabout Investment Professionals: What’s The Deal?
Go Time?
Though times are challenging in many ways, public agencies at the local, state and federal levels are making funds available for important builds big and small. Of course there are regulatory challenges involved in…
Read Moreabout Go Time?
Contractor Business? Succession Plan!
Most contracting companies employ about 20 workers—maybe even fewer. Among the challenges all owners must ultimately figure out is the question of what to do with the company when it’s time to retire. Experts…
Read Moreabout Contractor Business? Succession Plan!
Estate Planning: Don’t Forget…
If you are proactively creating a plan for what ultimately happens to your assets and other valuables you care about, good for you! Your loved ones will be so thankful to have less to…
Read Moreabout Estate Planning: Don’t Forget…
Estate Planning: Life In Multiple States?
Although the “snowbird life”—enjoying different times of year in different states—was a thing way before pandemic induced disruptions, new remote lifestyles have made it more possible then ever to live life from two or…
Read Moreabout Estate Planning: Life In Multiple States?
Choosing An Executor or Trustee
How do you decide who to designate as the executor of a will or trustee of a trust? Estate planning attorneys advise careful attention to making these decisions. Though sometimes families treat the designations…
Read Moreabout Choosing An Executor or Trustee
Understanding Undue Influence
What constitutes undue influence in an estate plan? What are some of the reasons why beneficiaries might challenge an estate plan over undue influence? How do different states handle claims of undue influence? Read…
Read Moreabout Understanding Undue Influence
On Time and On Budget?
As competition for labor and materials remains intense throughout the construction industry, completing projects on time and on budget requires ever more creativity. Industry pros provide suggestions about how to re-think “business as usual.”…
Read Moreabout On Time and On Budget?