Robert H Louis

April 06, 2012 | The Legal Intelligencer

Recent news reports have brought attention to a problem faced by many law firms, satisfying the promises made to retired partners, present and future, through unfunded pension plans.

By Robert H. Louis

6 minute read

January 29, 2009 | The Legal Intelligencer

A significant change has been made in the rules for required minimum distributions from retirement plans, and these changes can be helpful in the wealth and income planning process for many people.

By Robert H. Louis

9 minute read

April 23, 2013 | The Legal Intelligencer

Despite the extensive information available from many sources about retirement planning, many people remain puzzled and disconnected from that type of planning.

By Robert H. Louis

9 minute read

February 26, 2009 | The Legal Intelligencer

Nonprofit organizations that are tax exempt under the Internal Revenue Code enjoy a privileged position within the federal tax system. Contributions to such organizations are deductible for federal income tax purposes within certain limits.

By Robert H. Louis

8 minute read

August 28, 2012 | The Legal Intelligencer

Among those lawyers who are active in trusts and estates and other wealth planning, 2012 has been described as the Year of Certainty, and future years as the opposite. For that reason, the last four months of 2012 should see an increase in planning activity, beyond the higher levels that have already occurred this year.

By Robert H. Louis

8 minute read

October 22, 2013 | The Legal Intelligencer

The process and success of retirement requires consideration of several areas of planning and decision-making, in many of which lawyers can play a role. For those approaching retirement, it is difficult to decide which providers of products and services to engage.

By Robert H. Louis

9 minute read

January 29, 2013 | The Legal Intelligencer

Advice on retirement planning is being offered by many entities and forms of media these days. Those of us in the early baby boom generation are bombarded by offers to have dinner and listen to lectures as to how to invest retirement accounts.

By Robert H. Louis

7 minute read

November 28, 2012 | The Legal Intelligencer

One of the interesting aspects of the recent election season was the efforts of pundits and talking heads to sound authoritative while they were making wild guesses about the presidential election, or merely expressing their own hopes about the outcome.

By Robert H. Louis

6 minute read

July 11, 2013 | The Legal Intelligencer

Over the past 30 years, a dramatic change has taken place in the use of retirement plans to help people save for their later years.

By Robert H. Louis

7 minute read

May 26, 2010 | The Legal Intelligencer

Nonqualified deferred compensation techniques have long been viewed as flexible, "customizable" methods of dealing with specific issues of compensation in businesses. They are particularly well-suited to surgically precise arrangements for corporate executives to achieve goals of business growth, and they can be tailored in many respects to the time and method of reaching those goals.

By Robert H. Louis

7 minute read