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 ...
No one likes to think about their own death. Where will your assets go? How will you care for your loved ones? What will the circumstances be? These are very important — but very unpleasant — ...
Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Ebony Howard is a certified public accountant and a QuickBooks ...
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 ...
Most young adults don't think about wills and estate planning are things they need to be concerned about -- at least for now. Yet all adults, no matter their age, should have some type of estate plan.
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 ...
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 ...
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 ...
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 ...
Nursing homes could soon be measured on their ability to capture advance care planning documents for their patients.
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