Planning for the end of life is something most people prefer to avoid. It can feel uncomfortable or easy to postpone.

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 ...

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 ...

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 ...

One of the major things that plan sponsors forget about their retire- ment plans is the plan document. ERISA (the Employee Retirement Income Security Act of 1974 for those scoring at home) requires ...

In case you haven't heard ( and you probably haven't) it's National Estate Planning Week. The hope is to raise awareness about the importance of having the proper estate planning documents to protect ...

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 ...

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 ...

There is often a lot of discussion around the processing and review of documents in a litigation, most likely because these phases end up costing the most money and taking the most time. What is often ...