News Corner

Lebel & Harriman ~ Celebrating 40 Years ~ Pays it Forward by Giving $40,000

March 26, 2018

Michael Lebel and Philip Harriman, Founding Partners of Lebel & Harriman, have launched 40 Forward, a celebration of 40 years of building brighter futures for our clients, by giving $1,000 dollars a week to 40 charitable organizations. With a touch tone phone, typewriter and a part time secretary, Lebel & Harriman began delivering financial...

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Family Governance – The Why, What, and How for Affluent Families.

October 25, 2017

TOPIC: Family Governance – The Why, What, and How for Affluent Families. MARKET TREND: Studies continue to identify that the successful transition of large family legacies involves families who embrace and implement family governance systems to preserve family values and provide continuity for future generations. SYNOPSIS: Substantial evidence shows that,...

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National Association of Plan Advisors (NAPA): Announcing NAPA's Top DC Advisor Firms

September 21, 2017

Today we are pleased to unveil our first-ever list of Top DC Advisor Firms. Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors. Today we open another chapter – the NAPA Top DC Advisor Firms, ranked by DC assets under advisement. Sure, we know...

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“Trouble Ahead, Trouble Behind,” and You Know that Notion Never Crossed My Mind

June 22, 2017

June 15, 2017                                                                                                WRM 17-24     TOPIC: “Trouble Ahead, Trouble Behind,” and You Know that Notion Never Crossed My Mind: Avoiding 5 Common Mistakes in Life Insurance...

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Payment of Group Life Benefits Can Be Denied Despite Two-Year Incontestability Clause and Employer’s Misrepresentation of Coverage

April 18, 2017

Wednesday, 05 April 2017                                                               WRN# 17.04.05   TOPIC: Payment of Group Life Benefits Can Be Denied Despite Two-Year Incontestability Clause and Employer’s Misrepresentation of Coverage.   A U.S. District Court held that: (1) a group life...

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Sometimes Love Knows No Boundaries: Protecting Your Family Legacy from In-Laws.

April 18, 2017

Thursday, 13 April 2017                                                                                WRM# 17-14   TOPIC:  Sometimes Love Knows No Boundaries: Protecting Your Family Legacy from In-Laws.   MARKET TREND: Interest in the family creditor protection offered by...

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It’s Déjà Vu: Planning (Again) in the Face of Uncertainty - Estate Freeze Series: Installment Sales to Grantor Trusts.

April 3, 2017

Thursday, 30 March 2017                                                                         WRM# 17-13     TOPIC:  It’s Déjà Vu: Planning (Again) in the Face of Uncertainty - Estate Freeze Series:  Installment Sales to Grantor Trusts.   MARKET TREND: With low interest...

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Forget Something? Make Sure to Change Life Insurance Beneficiaries Post-Divorce.

March 9, 2017

Thursday, 2 March 2017                                                                         WRM# 17-09   TOPIC:  Forget Something? Make Sure to Change Life Insurance Beneficiaries Post-Divorce.   MARKET TREND:  It is very commonplace for life insurance beneficiary designations...

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Fundamentals of Required Minimum Distributions: 7 Things You Must Know

February 17, 2017

Thursday, 16 February 2017                                                                       WRM# 17-07   TOPIC:  Fundamentals of Required Minimum Distributions: 7 Things You Must Know.   MARKET TREND: Retirement plan participants and IRA holders frequently seek to maximize...

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Keep on Truckin’ – Leaving One State for Another? Don’t Get Stuck In Between…

February 15, 2017

Thursday, 9 February 2017                                                                         WRM# 17-06   TOPIC: Keep on Truckin’ – Leaving One State for Another? Don’t Get Stuck In Between… MARKET TREND:  As budgets are squeezed, more states are challenging state...

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