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 ...

A new analysis contends that, with careful governance practices in place, managing a compliant and effective retirement plan doesn’t have to be burdensome or even difficult. Running a fully compliant ...

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

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