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21 Jul 2009, 11:20 am
It has become a given in any talk on 401(k) plans and fiduciary liability that I give these days - my comment that, when the market was always going up, up, up, no one cared that they might have made 15% instead of 14% but for some unresolved problem with a plan’s structure, but with the market going down, down, down, anything and everything even allegedly wrong with a plan is going to get sued over. [read post]
2 Feb 2021, 9:49 am
If you are going through life without an estate plan, action is required. [read post]
1 Mar 2011, 6:00 am
Medicare Advantage plans are privately run versions of Medicare. [read post]
29 Aug 2011, 5:28 am
Since you never know what the future holds, estate planning is [Read more...] [read post]
13 Apr 2011, 5:21 am
The post The High Cost Of Free Estate Planning Advice appeared first on Augulis Law Firm. [read post]
22 Jun 2024, 4:20 am
We cover estate planning, trust planning, and elder law issues at our firm. [read post]
18 Jun 2011, 7:03 am
Make it easier for your family and yourself with proper estate planning. [read post]
7 Dec 2016, 10:54 am
An Alternate Payee is the spouse of a Plan Participant who receives benefits under a Plan via a Qualified Domestic Relations Order. [read post]
19 Oct 2023, 8:27 am
How Do I Plan for Incapacity? [read post]
22 Sep 2010, 11:31 am
Need for Estate Planning I do not intend to be Chicken Little with this post. [read post]
21 Jun 2012, 4:00 am
Whenever high earners begin retirement planning, saving taxes is an important component. [read post]
19 Aug 2008, 2:22 am
One way to answer it is to start with the types of retirement plans that are available: Payroll Deduction IRA Simplified Employee Pension (SEP) SIMPLE IRA Plan 401(k) Plan SIMPLE 401(k) Plan 403(b) Plan Profit-Sharing Plan Money Purchase Plan Defined Benefit Plan The Internal Revenue Service provides excellent thumbnail sketches on their website, Choosing A Retirement… [read post]
23 Aug 2015, 6:02 am
The parties agreed that the relevant plan provisions are found in the plan's COC, which set forth the plan's health insurance benefits. [read post]
18 Oct 2012, 7:18 am
Estate planning is overwhelming to some. [read post]
12 May 2012, 1:04 pm
The key is PLANNING AHEAD! [read post]
7 Mar 2023, 9:05 pm
We do all of our estate planning on a flat-fee basis. [read post]
29 Dec 2017, 6:57 am
Your estate plan should include incapacity planning. [read post]
15 Nov 2017, 10:42 am
The failure to plan for the future may place an unanticipated burden on your loved ones. [read post]
17 Oct 2008, 1:39 pm
Mississippi Family Law Blog has a very good post explaining the relationship between and estate planning and family law in Estate Planning after a Second Marriage: "If you have remarried following a divorce or death of a spouse and you have children from the first marriage, you will want to pay close attention to how your estate plan addresses that situation. [read post]
17 Feb 2009, 10:53 am
Financial planning is an important part of any life changing event, and divorce is no exception. [read post]