Changes: Required Minimum Distributions
Among the litany of provisions built into the Secure 2.0 Act are changes related to Required Minimum Distributions (RMDs). With the overarching emphasis on helping workers accumulate more savings for older age, Secure 2.0…
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An Ounce of Prevention: 401k Compliance
Lately, there’s been a lot of buzzing about the importance of benchmarking the investments and fees associated with company sponsored retirement plans. While it is indeed obligatory to be vigilant about performance and fees,…
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Wills, Trusts and Digital Assets
When creating a will or trust, of course it is important to make decisions about the future of tangible assets like money and property. Attorneys now remind us that we have to consider our…
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Updating A Trust Agreement
The creation of a trust is a big lift and an increasingly important step toward arming our loved ones with a solid estate plan. Attorneys remind us that once a trust and estate plan…
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Considering a Professional Trustee
Increasingly, people are recognizing the value of establishing trusts as part of their estate plans. When it comes to designating a fiduciary to administer the trust, it is typical to turn to a close…
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Pet Trusts Explained
As trusted companions, pets are becoming ever more meaningful in the lives of many people across the country. Animal care experts remind us that it is important to plan for what happens to our…
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Retirement Security?
Gender, race and ethnicity continue to play a big role in our chances for retirement success. The 20th annual retirement survey from Allspring Global Investments provides the latest intel on gaps, pointing to the…
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New Compliance Pressures: Secure 2.0
National risk management experts point out that although widely embraced, the comprehensive new Secure 2.0 legislation brings new compliance responsibilities for retirement plan sponsors. Here’s what you need to know—and do. A Litany…
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What Not To Do: Executors
Serving as the executor for a friend or loved one comes with a long list of responsibilities. While performing these duties, it is also important to avoid missteps. Estate law experts provide advice about…
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