Our Blog - Surety Matters

  With few exceptions, individuals with responsibilities for a company sponsored retirement plan are required, by law, to obtain an ERISA Fidelity Bond. Even outsourcing plan services represents decision-making on behalf of the plan, so…
Read Moreabout What Is The Purpose Of An ERISA Bond?

All families should take estate planning seriously, but doing so is especially important when a family member has special needs. The cost of care services over a lifetime can be astronomical, making eligibility for public…
Read Moreabout Understanding Special Needs Trusts

Dual trends that do not bode well for most people are: the rising cost of care; and, the tendency toward longer lives. The cost of obtaining care in the face of capacity decline and illness…
Read Moreabout Estate Planning: Include Long Term Care

When someone dies without a will in New Jersey, the Surrogate’s Court in the county where the deceased lived typically appoints an administrator to settle their affairs. Once debts are paid, assets are distributed according…
Read Moreabout Administrator Responsibilities & Bonds in NJ

Most families will at some point find themselves following the probate procedures in their local court to bring the affairs of a loved one to closure. This ordinary process should not be confused with probate…
Read Moreabout Ensuring Fairness & Accountability in Probate Litigation

  Analysis of nearly 800,000 Form 5500 filings reveals that the majority of retirement plan sponsors have at least one “red flag violation.” Since both regulatory compliance and fiduciary shortcomings are a very big deal…
Read Moreabout Red Flags for 84% of Retirement Plan Sponsors?

Trusts are an important tool in estate planning, because they can be set up to specifically address a variety of familial goals, and even to earmark funds for our own needs later in life. However,…
Read Moreabout Setting Up A Trust?

Experienced estate planning attorneys provide so much more than legal documents. Though an endless assortment of “ready made” estate planning documents is available online, only attorneys can really help us think through the care needs…
Read Moreabout Social Considerations in Estate Planning

As a retirement plan sponsor, you’re entrusted with helping your employees secure their financial future. In fact, under ERISA, you’re legally obligated to act in the best interests of plan participants. This includes ensuring the…
Read Moreabout Benchmarking: Why and How