We were consulted recently by a personal representative of an estate concerning the decedent’s death beneficiary of his 401(K) retirement plan. The decedent had married before ERISA became law, but
Continue Reading A Lesson in Paying Attention to Estate Documents and Designations
State Law Can Not Fix Ex-Wife’s Receipt of Insurance Proceeds
(Image credit: San Jose State University)
Whenever a case concludes after a Marital Settlement Agreement is reached or an Equitable Distribution Order is issued, it is standard practice for
Continue Reading State Law Can Not Fix Ex-Wife’s Receipt of Insurance Proceeds
Cohabitation and Unmarried Couples – Practical Tips (Part 2/2)
Last month we discussed a few issues that couples should consider when they begin to live together, but don’t plan to or anticipate getting married very soon. This month, we will look at some other important life decisions which may have a huge impact on people’s lives and relationships:Continue Reading Cohabitation and Unmarried Couples – Practical Tips (Part 2/2)
LAW FIRM ASKS COURT FOR GUIDANCE AS TO WHETHER PARENTS OR DOMESTIC PARTNER SHOULD RECEIVE BENEFITS OF A PROFIT SHARING PLAN
Philadelphia based law firm, Cozen O’Connor, has asked the Eastern District of Pennsylvania for guidance as to the validity of a beneficiary designation form submitted by the parents of a
WHEN IT COMES TO ERISA, FOLLOW THE RULES
It is a common scenario. When a couple divorces, one or both spouses may have a retirement plan governed by the Employee Retirement Income Security Act of 1974 (ERISA). The most common