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6 Jun 2022, 10:00 pm
As the US Department of Labor (DOL) continues to contemplate the role of environmental, social, and governance (ESG) considerations in ERISA plan investing, ESG issues surrounding retirement plans are cropping up in another way: as a target for proxy vote proposals that seek to require companies to evaluate their ESG commitments in retirement plans. [read post]
16 May 2007, 10:00 am
A DMP (debt management plan) can take several forms. [...] [read post]
19 Feb 2015, 6:00 am
The Estate Planning Society of Kansas City, the Financial Planning Association of Greater Kansas City and University of Missouri Kansas City School of Law are presenting the Kansas City Estate Planning Symposium, April 23-24, 2015, at the Overland Park Convention... [read post]
16 Jul 2014, 3:16 pm
My favorite resource for developing a parenting time plan that is developmentally sensitive is "Planning for Parenting Time: Arizona's Guide for Parents Living Apart. [read post]
21 Jun 2016, 6:00 am
Washington Post (June 15, 2016): Planned Parenthood sues Mississippi over defunding law, by Emily Wagster Pettus: Even though Planned Parenthood Southeast only received $439 from Medicaid in Mississippi from July 2013- August 2015, Planned Parenthood is suing the state over... [read post]
5 Jul 2014, 10:00 am
However, students planning to attend community college could miss out on education tax credits by using a 529 plan. [read post]
8 Dec 2009, 4:53 am
This year’s plan will address a variety of issues, including recent legislation, the current economic environment, [...] [read post]
6 Nov 2017, 9:00 am
This article will explain how an estate plan can help you with the first goal of a good estate plan: Appointment of Fiduciaries and Distribution of Assets. [read post]
23 Jan 2013, 2:18 pm
Most of the board members speaking so far have endorsed the plan. [read post]
8 May 2011, 1:14 pm
Jacobs' book Estate Planning Smarts: A Practical, User-Friendly Action-Oriented Guide to help them plan for their family's future. [read post]
15 Aug 2012, 5:14 am
Debtors will be required to begin making the monthly plan payment thirty days after the plan is filed. [read post]
11 Jan 2011, 6:25 am
But family estate planning is about so much more than avoiding taxes alone. [read post]
14 Aug 2024, 3:47 pm
Keeping Your Estate Plan Current Regularly revisit your estate plan, including agents, beneficiaries, and distribution plans. [read post]
22 Jul 2021, 3:00 am
Couples should be aware that cohabitation can affect estate planning in unexpected ways, however. [read post]
31 Mar 2022, 8:44 am
On 30 March 2022, the Financial Ombudsman Service (FOS) published their 2022/2021 Plans and Budget, setting out their plans to invest in change, reduce the time it takes to resolve cases, to become financially sustainable and to enable them to deliver a better service for customers. [read post]
3 Nov 2022, 6:11 am
It is never too early to plan the end game. [read post]
29 Aug 2012, 8:03 am
Plans for after their retirement varied widely among respondents. [read post]
17 Aug 2012, 11:00 am
Proper planning is an immediate concern. [read post]
18 Apr 2023, 4:00 am
Many people, however, put off creating their estate plans or fail to review an existing plan as they age. [read post]
1 Mar 2010, 4:06 am
An Estate Plan is much more than just a Will. [read post]
