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3 Oct 2011, 10:15 am
Plan Expenses The expenses that can be paid by the plan are part of that ERISA basic: a fiduciary must "act for the exclusive purpose of providing benefits to plan participants and defraying reasonable expenses of administering the plan. [read post]
20 Jul 2011, 6:49 am
The recent news has included some examples of estate plans that caused a lot of grief. [read post]
15 Jan 2016, 8:45 am
Note that surrogacy agreements generally do not carry sufficient legal authority for estate planning purposes. [read post]
23 Nov 2013, 6:29 am
CCAR 2014 is being conducted under the Federal Reserve’s capital plan rule, which requires the submission and supervisory review of a Covered BHC’s capital plan under stressed conditions (the “Capital Plan Rule”). [read post]
15 Jan 2016, 8:45 am
Note that surrogacy agreements generally do not carry sufficient legal authority for estate planning purposes. [read post]
22 Jun 2016, 5:17 am
Legacy planning is a form of estate planning that can mean more than money on a number of different levels. [read post]
22 Jun 2016, 5:17 am
Legacy planning is a form of estate planning that can mean more than money on a number of different levels. [read post]
6 Oct 2015, 6:30 am
What is a MA Plan? [read post]
1 Jun 2007, 8:22 am
The current issue of the National Law Journal has an article providing an excellent overview of litigation over allegedly excessive fees charged on investments in 401(k) plans. [read post]
20 Jun 2017, 10:00 am
You need to plan ahead. [read post]
9 Nov 2020, 3:45 pm
Here are some common estate planning myths (I will address 5 now and then 5 more next week): I’m too young for estate planning. [read post]
20 Jan 2016, 9:45 am
This has benefits for estate planning, as the property does not have to go through probate. [read post]
3 Nov 2017, 5:00 am
OK, now you see the usefulness of estate planning. [read post]
5 Jan 2016, 6:59 am
If the beneficiary is a DB, then the beneficiary can withdraw Plan assets over his or her life expectancy. [read post]
11 Apr 2014, 8:02 am
The slight reduction in spending comes as the state's $31 billion capital construction plan is in its last stages. [read post]
3 Feb 2021, 5:17 pm
Parenting plans are legally binding court orders. [read post]
17 Mar 2023, 6:29 am
Working with an experienced estate planning attorney who can guide and ensure the estate plan is legally valid. [read post]
17 Aug 2023, 2:08 am
Here are some examples of what competitive employers can offer: Retirement & Estate Planning: Integrating retirement planning and estate planning benefits allows employees to develop a comprehensive strategy for their financial future. [read post]
26 Aug 2013, 7:00 am
So, when should your children have their own estate plan? [read post]
15 Dec 2014, 11:00 am
When you talk to an experienced estate planning attorney, you will become informed and educated on the details of your plan. [read post]