403(b) plan sponsors can now seek out providers of pre-approved plan documents to adopt. The Internal Revenue Service has published its list of pre-approved prototype and volume submitter 403(b) plan ...

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 ...

Many people think they don’t need “estate planning” because they don’t have enough assets to generate an estate tax; however, there are four basic estate planning documents everyone should have ...

One of the most common questions being asked of estate planning attorneys lately is: “Is it possible to sign my will during the COVID-19 quarantine?” The same question can be asked with respect to ...

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 ...

Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning is something you do when you’re old. Or wealthy. Or have a beachfront vacation home and a ...

It seems that everyone has a smartphone or a tablet, and I can t think of anyone I know who does not have Internet access at home. Consequently, plan sponsors ask all the time if they can just email ...

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 ...

Most consumers don't have key end-of-life documents in place. Documents like a DNR and POLST overlap, but that redundancy can help ensure your wishes are followed. Your last will and testament shouldn ...

This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones. I have covered consumer news for over two decades and understanding estate ...