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 ...

Make estate planning easier with simple tips on wills, trusts and probate. Learn how to protect your assets and secure your ...

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 ...

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 ...

Find out how an outdated beneficiary form can override your will and unintentionally leave retirement savings or life ...

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 ...

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 ...

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 ...

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 ...

In general, I believe transparency is the best approach to estate planning when a client has adult children. Of course, what “transparency” actually means will differ according to the client and the ...

While a will is important, it isn't the only estate planning document you need. Providing a personal inventory, letter of explanation and list of accounts can help smooth the process of distributing ...