40 Years of Experience


A Second Bite at the Apple

You’ve seen the scenario many times before….William participated in his employer’s ERISA 401(k) Plan and designated his wife Adele as his beneficiary. When they divorced eight years later, Adele agreed to waive any and all rights in the Plan. William died nine months later, never having changed his beneficiary designation.

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Tagged: BLOGS , Family Law

Theirs not to reason why, Theirs but to do and die

By Linda Morra
What are your options when you’re worried that your employer is failing, and if it fails, the government will take over your pension plan, and if that happens, your pension will be cut back significantly, and you’ll be stuck with a smaller monthly benefit instead of a large lump sum distribution?

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Tagged: Family Law