Estate Administration and The Family Home?
Intentions for the family home to be given equally to adult children are common in estate planning. Typically, this ultimately means the home must be sold, so that assets can be divided. Along the…
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Preparing For Estate Planning
Most adults know estate planning is important, but for many of us, it remains a blurry notion for the “someday” list. Here’s help preparing: with clarity on who you will involve, and who you…
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Alternatives To Probate Litigation?
Confusion and conflict are unfortunate, but sometimes unavoidable upon the death of a loved one. Before pursuing courtroom resolution via probate litigation, consider negotiation or mediation, with the assistance of an experienced probate attorney….
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Probate Litigation Explained
While probate is the ordinary public process that settles our affairs when we die, probate litigation refers to legal contests requiring courtroom resolution. Examples of probate litigation include challenges to a will and lawsuits…
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Moving The Needle: Auto Enrollment
Starting early and saving consistently are the keys to building a solid nest egg for retirement. Data continues to indicate that employer sponsored plans that utilize automatic enrollment and escalation are moving the needle,…
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Failure To Obtain ERISA Bond?
Plan sponsor oversights add up fast, as a lawsuit brought by the Department of Labor (DOL) painfully reminds us. Allegations, specifically naming a plan sponsor, include abandonment of the plan—and failure to obtain the…
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DOL’s Proposed Fiduciary Rule Explained
Public hearings and comment periods related to the Department of Labor’s proposed new fiduciary rule are currently slated to end in early January, 2024, making it important for plan sponsors to understand the basics…
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Understanding Peak 65
It’s here: 2024, and the demographic milestone anticipated to have a major impact on retirement plans (and realities) for Americans. As the phrase “Peak 65” implies, the largest number of Americans ever will turn…
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Trustee Duties: Disclosure and Accountability
When a trust is created, one or more trustees must be appointed to administer it. Far from being an honorary role, a trustee is obligated to manage the trust in accordance with the terms…
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