Forbes contributors publish independent expert analyses and insights. I write about retirement and wealth transfer planning. If you have a college-aged child, estate planning is probably the last ...

These common estate planning errors can undermine even the best strategies, from unfunded trusts to wrong trustees and ...

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 ...

Having a financial plan in place during your lifetime is an important step in achieving peace of mind. But what would happen to your finances if you were to die suddenly, or if you were no longer able ...

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 ...

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 ...

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 ...

One of the most common mistakes business owners make is waiting too long to start estate planning. As a business owner, you should start estate planning as soon as your business gains real value or ...

Most people know they should have an estate plan, yet many put it off for years. But here's what often gets overlooked: the ...

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 ...

City officials are expected to soon consider a master planning document that would set guidelines for development. The public can weigh in.