How to pick an estate planner in today’s complex era
A guide to choosing an estate planner, stressing that anyone can claim the title. It urges defining needs, assembling a team of attorney, financial planner, CPA, and insurer, and ensuring credentials, ethics, and fit. It notes tax law uncertainty and the risk of nonobjective advisors.
MENTIONED IN THIS ARTICLE
Michael Wald
Wald & Associates
Richardson
Texas
Brad Carson
U.S. Trust
Dallas
Michael Busch
Vogel Financial Advisors LLC
Norm Lofgren
Looper, Reed & McGraw
Wald
Congress
Bush
Mark Luscombe
CCH
Lofgren
Ward
Mersine
Busch
Time clock pay errors and legal limits for rounding
Workers must be paid for all time worked. Time clocks may round within 15 minutes and only if fair to employees. A consistent down round is illegal and being shorted a half hour is a violation unless corrected as a genuine error. If unresolved, report to the Wage and Hour Division.
MENTIONED IN THIS ARTICLE
Kathryn Piscitelli
Egan, Leo & Sinica
Orlando
Piscitelli
U.S. Department of Labor
McClatchy-Tribune News
Social Security Disability to Retirement at Full Retirement Age
When a person collecting disability benefits reaches full retirement age the benefits automatically convert to retirement benefits, generally remaining the same amount. The switch occurs without action by the beneficiary and preserves entitlement under Social Security.
MENTIONED IN THIS ARTICLE
Social Security Administration
Last Minute Travel Bargains Amid August Labor Day Rush
Internet sites offer last minute travel discounts as August and September vacations see cancellations after 9/11. Travel editor Nancy Dunnan notes savvy agencies can save time, while sites like Site59, Lastminute, AirfareWatchdog, and Budget Travel list deals. Packaged air, hotel, and car rentals often cut costs as departure dates near.
MENTIONED IN THIS ARTICLE
New York
Nancy Dunnan
TravelSmart
Dunnan
Site59.com
Detroit
Washington
United Airlines
Lastminute.com
AirfareWatchdog.com
George Hobica
Southwest
JetBlue
Allegiant Air
Travelocity
Orbitz
BudgetTravelOnline.com
Arthur Frommer
Budget Travel Magazine
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