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 ...
Most high-net-worth families don't fail at estate planning because they skipped the legal work. They fail because the plan can't be implemented at the moment it matters. For years, I've seen carefully ...
Improving your financial situation isn't as easy as resolving to save more or eliminate debt. One less-thought-about aspect: having the right financial planning documents in place. On that front, most ...
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 ...
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 ...
Most parents realize that once your child turns 18, you can no longer make medical or financial decisions for them, nor do you have legal access to your child’s educational, medical and financial ...
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 ...
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