Month: September 2015
Wednesday, September 30, 2015
When most people hear the word “annuity,” there is typically a negative connotation attached to this controversial product category. I call it the annuity gag reflex. To the dismay of the ever vocal annuity haters, there is... Continue Reading
Thursday, September 24, 2015
Importance of Gift Agreement
It’s important to take the time to draft a gift agreement specifying how the charity will use or display the collection. The agreement should also cover what will happen if the charity can no... Continue Reading
Tuesday, September 22, 2015
If someone with special needs depends on you for financial resourced, your estate plan should address how that support will continue when you’re no longer around.
A special needs trust allows you to leave money for the care... Continue Reading
Thursday, September 17, 2015
In a decision that could potentially have wide-reaching effects, the U.S. Court of Appeals for the Third Circuit has ruled that ERISA plan administrators must specifically state contractual time limits for seeking judicial review... Continue Reading
Friday, September 11, 2015
There’s more to starting a business than coming up with a great idea, writing a business plan and finding financing. A would-be small-business owner also must decide how the business should be structured. Which Legal Structure... Continue Reading