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 ...

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 ...

If you want loved ones to remember you fondly, tackle your estate-planning tasks. Your heirs will thank you for not leaving a legal mess to sort out. Many of us want to get going on this planning, but ...

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 ...

Improving your financial situation isn't as easy as resolving to save more or eliminate debt. One less-thought-about aspect: having the right financial planning documents in place. On that front, most ...

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 ...

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 ...

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 ...