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Estate Planning Pitfall – You haven’t coordinated your estate plan with your spouse
June / July 2022
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 305
Abstract: Estate planning can be complicated enough when a person doesn’t have a spouse. But things can get even trickier for married couples. Even if the couple have generally agreed on most major issues in the past — such as child rearing, where to live and other lifestyle choices — they may not be on the same page when it comes to making critical estate planning decisions. This brief article details how to best coordinate one’s estate plan with a spouse.
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Estate Planning Red Flag – You’re leaving an IRA to someone other than your spouse
November / December 2016
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 305
Abstract: An IRA can be a powerful wealth-building tool, offering tax-deferred growth (tax-free in the case of a Roth IRA), asset protection and other benefits. But if a person leaves an IRA to his or her children — or to someone else other than a spouse — these benefits can be lost without careful planning. This brief article explains the pitfalls of giving an IRA to someone other than a spouse.
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The not-so-absolute privilege – ERISA and attorney-client privilege
April / May 2015
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 305
Abstract: The attorney-client privilege protects communications between a lawyer and a client from disclosure in a legal proceeding. But in the realm of ERISA law, it’s not so absolute. Legally, plan fiduciaries must protect the best interests of plan beneficiaries. This article highlights what happens when a plan fiduciary communicates with an attorney about an ERISA-covered retirement plan.