Wealth Transfer and Women: Estate Plan!
With the Baby Boom generation growing older, an estimated $124 trillion is being passed on to younger generations. As a result: it’s estimated that in just a few years—by 2030—women will control way more money…
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Correction In Real Time
Despite diligence, achieving error-free compliance with regulations for company sponsored retirement plans can be tough. Mistakes and oversights do happen, and proactively addressing them is best practice. Updates made by the Employee Benefits Security…
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Clear and Accurate: Beneficiaries?
For most savers, the 401k plan represents their largest asset toward ensuring both a secure older age, and the possibility of leaving loved ones with “at least a little something” for their well-being. Needless…
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How Long Does Probate Take?
That’s a question lots of families find themselves asking upon the death of a loved one. The answer? It depends! Each state has its own protocols, though there are common practices. The length of time…
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Estate Planning: Tips for Collectors
Art? Vintage cars? Antiques? Jewelry? Fashion? Whatever your passion, if you enjoy collecting, you’ll also want to invest in a plan for the future of your treasures. While it is of course important to plan…
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Pay Attention: Older Workers
Driven by a variety of factors, including improved health, shifting attitudes about retirement, and financial necessity, the number of employees aged 65 and older continues to steadily increase. Wise employers are tuning into the trend,…
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Investments: What Does ERISA Say?
More than a decade into lawsuits alleging that retirement plan sponsors have violated ERISA fiduciary duties by offering weak and costly investment options to participants, new claims continue to be filed. What exactly does ERISA…
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Revocable Living Trusts 101
Setting up a revocable living trust has many advantages as we enter our older ages and become faced with choices about our own care in the event of decline, as well as transferring assets to…
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No Trustee? Consider a Third Party
When a trust is established as part of estate and care planning, a fiduciary must be named to carry out the purpose of the trust. This person is referred to as a trustee. It is…
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