You should meet with your attorney at least every five years to go over your estate-planning documents and update them if ...

Both corporate legal work and estate planning may play key roles, but different ones, in the long term success of construction and real estate companies. Corporate attorneys typically help businesses ...

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 ...

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 ...

Tax laws have long required that qualified retirement plans timely adopt written plan documents and amendments. But what evidence must a plan sponsor provide to an IRS auditor to prove that they have ...

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 ...

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 ...

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 ...

So, you signed a will a few decades ago and don’t want to think about estate planning because estate planning is less fun then getting a root canal. Estate planning, you think, is about dying and that ...