Project planning documents are often used in many companies, particularly for team projects. An example of a project planning document is a team charter, which outlines the goals, responsibilities and ...

Plan sponsors have a fiduciary duty to operate in accordance with the plan document, but an ERISA attorney shares common cases when mistakes are made. The Employee Retirement Income Security Act ...

Your clients likely are aware of the importance of having comprehensive, up-to-date estate planning documents. What you may not realize, however, is that where the original documents are stored can be ...

We all hope terrible situations will never hurt us or our loved ones. But making practical plans for your eventual death will make your passing easier. That’s true whether you die unexpectedly at a ...

Many lawyers (myself included) will hold your original documents in their firm’s will vault. Years ago, that consisted of an actual vault or bank safe that was locked and fire proof. Nowadays, many ...

Editor’s note: To help CPAs meet the needs of older clients, the PFP Section has chosen to focus on elder planning as a thought leadership topic. This is the third in a series of articles about ...

If you have a college-aged child, estate planning is probably the last thing on your mind. However, estate planning isn’t just for the wealthy and aging. It also includes provisions for while you’re ...

Discover the importance of starting with vision in estate planning. Learn how faith and values can shape a clear and ...

A will ensures your assets are passed on to the heirs of your choosing. You can complete simple wills using software, but it might be better to hire an attorney if your finances are complex. In ...

Having these three legal documents in place can make a huge difference for your heirs. What do Aretha Franklin, Kurt Cobain, and Prince have in common? Besides being famous and talented, they all died ...