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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.

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