The bane of many a Trustee's existence is the responsibility and potential liability associated with holding, and perhaps having to dispose of, trust property that does not readily lend itself […]
Are you looking for innovative ways to stand out as an employer or reduce employee turnover? Join us on Thursday, April 29th to discuss Student loan options that help you […]
There is a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one's point of view. […]
Do you want to learn more about the retirement plan advisor position and the active role that advisors should play with participants? Join us to discuss: Importance of retirement plan […]
Estate planning professionals, in an honest and zealous attempt to give their clients the best possible service, sometimes get tripped up by ethics rules. A service provider who has a […]
Amazing advances in medical science have given people the prospect of ever-increasing longevity. The accompanying difficulty, however, is that folks living to an advanced age face a greater possibility of […]
Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country's political and economic climate. Far more often […]
Managing and investing endowments comes with distinct rules. Join us for a discussion about responsibilities and best practices for nonprofit investment committees.
Join us to review how the proposed changes under SECURE Act 2.0 could impact retirement plans and the differences between the House and Senate bills. Dan Notto, ERISA strategist with […]
Directed trusts, largely unknown in the United States just a few decades ago, are becoming increasingly common. Many states have adopted statutes to establish a framework for the operation of […]
Are you having difficulty hiring new candidates or retaining existing employees? Your retirement plan could be a critical component of your benefits package to differentiate your company in today’s competitive […]
