Assets Passed Outside of Wills?
We all know—at least in theory—the importance of having a will that clearly communicates our intentions for passing along assets (be they few or many) It’s also important to appoint someone to execute the will…
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Testator Intent or Scrivener’s Error?
Testator Intent or Scrivener’s Error? A recent sibling dispute over a will in Texas underscores the importance of testator intent in probate law. An appeals court affirmed a trial court decision to reform a will,…
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Start-ups: Moving Biz Success
Carpe Diem. With so many Americans on the move, there may never be a better time to start or expand a moving company. It’s OK to start small. Moving success stories are popping up…
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Bingo’s Back!
We’re inching toward normal. Feels good, right? What’s more normal than a bingo game? Hmmm. Not much. Bingo is back—and sounding more fun then ever. With halls and calls springing to life around the country,…
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Apple’s Building—A Lot!
Apple’s building a campus on the East Coast—and spreading out in other places too. Juicy building projects—and jobs are in the near future. Interesting! As you ponder Apple’s growth plan, consider your own. Surety line,…
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Expanding: ERISA Fiduciary Responsibilities
Information about how ERISA litigation is playing out in courtrooms across the country helps retirement plan fiduciaries understand their increasing responsibilities. With the Department of Labor’s recent call to action on cybersecurity, fiduciaries from plans…
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Can’t Afford to Save?
New data points to the importance of plan sponsors continuously communicating with employees about how even modest savings add up on the path to retirement. Here are tips on boosting confidence in retirement saving….
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Special Needs and the Trustee Role
When setting up a trust for a loved one with special needs, you’ll also choose a trustee, which might be yourself, or a friend, relative or professional. No matter who you choose, it’s important to…
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Building a Waterfront View
Housing. A park. Even new shops—remember those? That’s what’s in the works along a 1.6 mile stretch of Philadelphia’s waterfront. How about gardens designed to collect the rainwater? Parking? Sure. Lots is possible as projects…
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