You might have documents proving you own your house, showing the terms of your mortgage and detailing the agreement for your credit card. You might have a prenuptual agreement, a divorce decree or ...

Retirement, estate planning: Documents clients should have A will, power of attorney, health care directive and an information document are some of the important papers clients should prepare as ...

Managing your estate, regardless of the size, begins with working with an expert to help give you greater control, privacy and security of your legacy – the one you worked so hard to build. The ...

Documents and directives are a part of modern life. You might have documents proving you own your house, showing the terms of your mortgage and detailing the agreement for your credit card.

What do you do if you need spousal consent for a retirement plan distribution or loan physically witnessed in the age of social distancing? Technology, and the IRS, to the rescue!

The Office of Personnel Management wants to convert its retirement-related documents into electronic form, but it's no small task: There are about 8 million pages to be digitized. As part of a ...