Administrator? Executor? Personal Representative?
The term for the individual responsible for closing out the affairs of a deceased relative or friend can be tricky, so here’s help. When someone dies without a will, probate court typically appoints an administrator….
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Let’s Talk: Money, Values and Hopes
Sooner or later in life, we have to take the ultimate actions of adulting: making plans for our later years, which include provisions for our caregiving needs in the event of decline, and the gifting…
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Probate Questions Answered
The public process of bringing the affairs of the deceased to closure, aka probate, tends to sound scary and off-putting, and is often surrounded by confusion, and misinformation. Here are simple answers to the basic…
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Trial Vs. Appeal?
During a trial, attorneys present evidence and argue cases before a judge and jury. If there are grounds to challenge a trial court decision, the case goes to an appeals court, where an argument is…
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What If…?
What if you sponsor a small to mid-size retirement plan, and get named in a copycat lawsuit alleging high plan fees, poor investment choices or failure to follow protocols? You’ll scramble to secure knowledgeable ERISA…
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After The Hack: Lawsuits
It’s no secret that both the money and data in retirement plans offer cybercriminals lucrative targets. As cybersecurity breaches threatening retirement accounts become more common, so too do lawsuits brought against retirement plan sponsors on…
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Special Needs? SNT Explained
Estate planning is an important way for every parent to prepare for the inevitable, but it is doubly important for families when special needs children are involved. Future care plans must be carefully thought through,…
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Gifting Education for the AI Era
As the rise of Artificial Intelligence rapidly reshapes the employment landscape, educational institutions of all kinds are sprinting to respond with next wave learning experiences and “future proof” skill building opportunities. Though much is uncertain,…
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Cyber Failure Plus Fiduciary Breach?
Yes. When you sponsor a retirement plan, like a 401k, you are automatically a fiduciary, so in the event cybersecurity failures impact the data or savings of participants, you can face fiduciary breach allegations and…
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