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Court Bonds 07.10.2023

Executor? Tips for Selling A Home

  For many executors, the responsibility of selling off a family home and distributing the proceeds to the beneficiaries named in the will turns out to be the biggest and most stressful task undertaken. Estate…
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Executor? Tips for Selling A Home
Court Bonds 07.10.2023

Tips for Naming An Executor

  When a will is made, an executor is named to execute it. Typically, adult children or other close friends or relations are designated. Be sure, however, that whoever you name understands that real responsibilities…
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Tips for Naming An Executor
Court Bonds 07.06.2023

Irrevocable Trust Problem? Decant!

  As the name implies, an irrevocable trust is generally difficult to modify, once created. Despite this, irrevocable trusts can be a helpful way to protect assets as well as assure eligibility for public benefits,…
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Irrevocable Trust Problem? Decant!
Court Bonds 07.06.2023

Executor, Guardian, Conservator?

  These are three different and important fiduciary roles. During estate planning, families will make the appropriate designations depending on their circumstances–and sometimes, all three might ultimately be needed. Read on to understand more about…
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Executor, Guardian, Conservator?
ERISA 06.29.2023

Prediction: More Cybersecurity Lawsuits

  For plan sponsors, increased cyber threats to the retirement accounts of plan participants bring a rising risk of allegations of fiduciary breaches. Experts stress that to prevent “catastrophic results,” plan sponsors need to monitor…
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Prediction: More Cybersecurity Lawsuits
ERISA 06.29.2023

Missing Participants? Document The Search

  Regulators at both the IRS and the DOL have been urging increased effort to address the challenge of missing participants and distribute benefits on schedule. Experts remind plan sponsors that diligent action is insufficient:…
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Missing Participants? Document The Search
Court Bonds 06.22.2023

Residuary Estate?

  After the expenses of an estate are paid, and the assets specified in wills and trusts distributed, what remains unaccounted for is referred to as the residuary estate.  Books, furniture, jewelry, and other household…
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Residuary Estate?
Court Bonds 06.22.2023

Ready or Not…

  Unlike those running and hiding games we play in our youth, illness, capacity declines and death are real. Rather than avoiding them, estate planning is best–for the good of our own selves and everyone…
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Ready or Not…
ERISA 06.22.2023

Educational Policy Statement: Required?

  It’s certainly an understatement to say that attending to the high standards of ERISA results in plenty for retirement plan sponsors to take responsibility for. Fortunately, an Educational Policy Statement (EPS) is not a…
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Educational Policy Statement: Required?