In the process of planning your family reunion? Follow this checklist of things to do to prepare ahead of time and the day of the event.

Plan high-impact, mission-driven government and nonprofit events with this step-by-step guide for executive admins.

Here are five steps to take now if you plan to retire in the next five years: 1) Consider the Role of Work in Retirement Decide whether some kind of work is realistically part of your retirement plan.

Before you head out for summer fun, don’t forget your summer estate planning checklist. Now is the perfect time to get your affairs in order.

Having a sound estate plan is not something reserved for only the “ultra-wealthy.” While it’s true the 2025 estate tax exemption is nearly $14 million per person, the exemption amount is subject to ...

Here are the things you need in an estate plan, including one element that can provide more flexibility and help settle your estate more quickly. 7-step checklist for estate planning ...

From visas and insurance to must-have gear and bringing guns, here are considerations to take into account.

Planning a Christmas party can feel overwhelming, but with the right approach, it can also be a fun and rewarding experience. From deciding on a theme to choosing entertainment, every detail matters.

Plan your perfect wedding with our essential step-by-step checklist. Covers everything from budget and vendors to timelines and post-wedding tasks for a stress-free day.

Plan administrators should review the following actions to be taken before the end of 2024 and focus on what to expect for 2025. The following checklist addresses plan amendments, notices, and ...