The Disinheritance Dilemma

“Beware the Ides of March.”

That saying is associated with the betrayal and assassination of Roman dictator Julius Caesar, but it can also apply to the difficulties some people face when they create or update their estate plans ... CONTINUE READING

Prep Your Pets for Disasters

When a disaster strikes, it’s not just your home and immediate family you need to protect; your furry family members also need you to keep them safe. By preparing for the unexpected and ensuring you have the right supplies, lines of communication, and arrangements, you can help reduce the stress and uncertainty for you and your furry companions. Get ready to be all paws on deck with these tips to keep your pets safe during emergencies ... CONTINUE READING

How the DOL’s Final Rule Protects Retirement Investors

For more than 14 years, the U.S. Department of Labor has been trying to determine a new definition of a “fiduciary” under the Employee Retirement Income Security Act (ERISA). A fiduciary provides investment advice for a fee to employee benefit plans. Under ERISA, someone is a fiduciary if they have control over managing or using a plan’s assets, provide investment advice for a fee, and have responsibility for managing the plan ... CONTINUE READING

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