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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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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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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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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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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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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What Is Probate Litigation?
Simply put, probate litigation is a legal contest about the assets and affairs of someone who has died. Probate litigation can also result from conflicts over the best interests of an individual experiencing a capacity…
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Good Idea: Successor Trustee
Many people find that establishing a trust is a great approach to estate planning. Trusts can be set up to accomplish a variety of goals both during our lifetimes and after we die. When creating…
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Friends Furever: Setting Up A Pet Trust
Dogs rule. Cats…Fish? Gerbils? Birds….Statistics show that young and old continue to invest heavily in pets. We appreciate their loyalty, and welcome the joy they add to our days. But when we choose to bring…
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