Death and Passwords?
When a loved one asks you to execute their will, swallow hard, breathe deep, and then commit the time to find out everything you can about their intentions—and the whereabouts of essential documents and accounts….
Read Moreabout Death and Passwords?
When Do Irrevocable Trusts Make Sense?
As conveyed in the name, setting up an irrevocable trust requires serious commitment. Though there are legal remedies that can be applied if life circumstances shift after an irrevocable trust is established, lawyers recommend…
Read Moreabout When Do Irrevocable Trusts Make Sense?
Treasure Trove for Cyber Criminals
Money and data—that’s the obvious answer to why cyber criminals continue to come up with new ways to access our retirement accounts. In the face of growing threats, ERISA law experts are urging retirement…
Read Moreabout Treasure Trove for Cyber Criminals
Retirement Plans Attract Talent
As workers across the country continue to evaluate their priorities and possibilities, their expectations are clear: more money and better benefits. Surveys find that when considering job shifts, yes, employees are looking for salary…
Read Moreabout Retirement Plans Attract Talent
Estate Planning: Debt Discussion
When a loved one names you to execute their will, take it seriously. Count yourself lucky if you have plenty of time to speak with them about their intentions. Take the time to get…
Read Moreabout Estate Planning: Debt Discussion
Filial Responsibility Laws?
Can the adult children of deceased parents be required to pay off their debts? Legal experts explain that confusion around this issue is widespread. Here’s why, along with information and guidance for families working…
Read Moreabout Filial Responsibility Laws?
Warning Signs: Contribution Fraud?
Though not a widespread issue, employers who delay or fail to make the appropriate contributions to the retirement plan are a concern for all. Accordingly, the U.S. Department of Labor has issued a list…
Read Moreabout Warning Signs: Contribution Fraud?
Who Decides?
Who approves beneficiary designation forms? Enrollment materials? What about adjustments to employer’s discretionary contribution? Ever notice how many “routine decisions” are being made for the 401k plan? How confident are you that all decisions…
Read Moreabout Who Decides?
Executor Duties: Debts Before Distributions
Typically, executing a will is associated with distributing the assets of the deceased to beneficiaries in accordance with the terms of the will. Although this is one of the important functions of the executor, assets…
Read Moreabout Executor Duties: Debts Before Distributions