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 ...

Having a financial plan in place during your lifetime is an important step in achieving peace of mind. But what would happen to your finances if you were to die suddenly, or if you were no longer able ...

One of the most common mistakes business owners make is waiting too long to start estate planning. As a business owner, you should start estate planning as soon as your business gains real value or ...

Although we typically associate the term “estate” with the ultra-wealthy, estate planning is not just for the rich. Everyone, regardless of family dynamics or financial status, can benefit from having ...

While a will is important, it isn't the only estate planning document you need. Providing a personal inventory, letter of explanation and list of accounts can help smooth the process of distributing ...

Estate planning isn't just for the wealthy. In fact, middle-class families often have the most to lose when someone dies ...

CFP®, CEPA, CVGA, at WealthSource Partners, LLC, is a financial educator, wealth manager, author, and speaker. More at WealthSource.com. Nobody likes to talk about it, but death is inevitable for all ...

Talking to your family about your estate plan is an act of love. Yes, it's uncomfortable, but it's also one of the most caring things you can do. By being transparent about your wishes and providing ...

Little training is given to new emergency managers as it relates to the different types of documents or plans that are the foundation of preparedness and response. Over time this has led to confusion ...