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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Fiduciary Duties: Ask Why
Retirement plan sponsors can easily find themselves going down the rabbit hole of ERISA requirements. Even the lingo can be head tripping. Given what’s at stake though, —-a retirement account is often the biggest asset…
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ERISA Hot Button: Forfeitures?
Will the wave of ERISA lawsuits related to the handling of retirement plan forfeitures result in a potential upheaval of how these funds must be managed? Only time will tell, but as allegations continue…
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Addiction and Estate Planning
With millions of American families grappling with the complex terrain of addiction, proactive estate planning is an important way to craft a safety net—-a framework of carefully considered strategies that provide stability and support in…
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Digital Accounts? Estate Planning Tips
Make things as easy as possible for yourself, and the loved ones who will eventually step in to help, by proactively organizing your digital affairs. For example, carefully provide account and access information to your…
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