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ERISA 06.19.2025

Legally Obligated To Look Out for Others?

Yes. Essentially, that’s what it means to be a retirement plan sponsor: under ERISA law, you are inherently a fiduciary. Simply put, being a fiduciary means you are legally obligated to act in the best…
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Legally Obligated To Look Out for Others?
ERISA 06.19.2025

Online Security: Basics and Beyond

We all have a role to play in cybersecurity, and when it comes to protecting our retirement accounts, and our businesses, we all need to take the role extra seriously. The National Cybersecurity Alliance provides…
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Online Security: Basics and Beyond
Court Bonds 06.18.2025

In Real Life: Proactive Planning and Gifting

The root causes for putting off estate planning decisions are obvious: it’s icky, and fraught with unknowns. Nonetheless, making proactive arrangements for our own care during aging, and for the gifting of assets we are…
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In Real Life: Proactive Planning and Gifting
Court Bonds 06.18.2025

Adulting: Do You Have An Estate?

Most likely, yes, you do have an estate. Though “estate” tends to conjure a big home, surrounded by gardens and streams, and maybe even a horse or two, an estate is really just the sum…
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Adulting: Do You Have An Estate?
ERISA 06.12.2025

ERISA Cybersecurity Obligations?

Every business must guard against the damage and disruption of cybercrime. Those that sponsor retirement plans, like a 401k, are legally obligated to work even harder, both to prevent incidents and to curtail damages after…
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ERISA Cybersecurity Obligations?
ERISA 06.12.2025

Plan Expenses: Employer Reimbursements?

Can an employer directly pay for the expenses of a company sponsored retirement plan, and then be reimbursed by the plan? Yes, say ERISA attorneys–as long as certain conditions are very carefully met. It is…
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Plan Expenses: Employer Reimbursements?
Court Bonds 06.11.2025

Moving to a New State? What About The Trust?

If you have made an estate plan and established a trust, good for you: a proactive approach to care and asset arrangements for life’s later years is best. Even if you end up deciding to…
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Moving to a New State? What About The Trust?
Court Bonds 06.11.2025

Family Harmony: Avoid Ambiguity

Thoughtful estate planning can accomplish so much. Through estate planning we can address our own financial and care needs in preparation for aging. We can target assets to give to others, and ensure they are…
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Family Harmony: Avoid Ambiguity
Court Bonds 04.22.2025

Preventing Legal Challenges To Estate Plans

Unusual decisions. Secrets. The sudden, intense involvement of new friends. Suspicion of undue influence. These are the kinds of circumstances that can lead to a will or trust being legally challenged. Then too, more ordinary…
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Preventing Legal Challenges To Estate Plans