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

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 ...

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 ...

Millions of Americans move to a different state each year, and they often forget to update their estate planning documents, which can wreak havoc on their plans, experts said. Only 24% of Americans ...

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 ...