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The UTC and the Duty to Inform And Report
Angela Titus McEwan - Trusts & Estates
GRATs or Gratitude?
David R. York and Andrew L. Howell - Trusts & Estates
Shielding PTC Directors From Fiduciary Risk
Daniel F. Lindley - Trusts & Estates
Fiduciary Law Trends
Joshua S. Miller and Michael Sneeringer - Trusts & Estates
Thirty-two Core Beliefs
L. Paul Hood, Jr. - Trusts & Estates
Three Steps for Women to Secure Their Financial Future -- SSA
Social Security Administration resources to help prepare for retirement.
2017 Investment Company Fact Book
This annual publication offers a review of trends and activities in the investment company industry.
Appropriate POLST Paradigm Form Use Policy -- National POLST Paradigm
This document, from the National POLST Paradigm, lists seven fundamental tenets that all health care professionals should follow to ensure appropriate POLST Form use.
New Guidance from SSA on Spousal & Survivors Bene ts for Married LGBT Individuals - Justice in Aging
This Fact Sheet can help individuals in same-sex marriages who were denied bene ts because their marriage to a spouse of the same sex wasn’t properly recognized.
National Registry of Unclaimed Retirement Benefits
The National Registry is a nationwide, secure database listing of retirement plan account balances that have been left unclaimed. This website is designed to help match employers with abandoned or forgotten employee retirement account balances with the former employees who they rightfully belong to.