For many people, estate planning sits firmly in the category of "important, but someday." It's easy to put off writing a will or setting up a trust when life is busy and the process feels intimidating ...

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 ...

Estate Planning attorney Jim Dougherty reveals key ethical and tax considerations for spousal lifetime access trusts.

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 of the time, I would advise parents not to do so. In the majority of cases, doing so will lead to more aggravation and feeling of uneasiness and resentment and, potentially, more fights and ...

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 ...

If you have a college-aged child, estate planning is probably the last thing on your mind. However, estate planning isn’t just for the wealthy and aging. It also includes provisions for while you’re ...

As people set New Year’s resolutions and plan for the future, health experts say advance care planning should be part of that ...

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 ...