When it comes to applications for Paycheck Protection Program loans or PPP loan forgiveness, a one-size-fits-all approach to assisting clients won’t work. Some clients will need more help than others, ...

Your clients likely are aware of the importance of having comprehensive, up-to-date estate planning documents. What you may not realize, however, is that where the original documents are stored can be ...

In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.

Question: We just settled a case last week for a somewhat challenging client. I was happy to get it over with and move on. This morning, a couple of days after the settlement agreement was signed and ...

The court held that advocates cannot be compelled to disclose how they obtained documents filed for clients, reaffirming ...

The Delhi High Court ruled that courts cannot direct advocates to disclose how they obtained client documents, citing Section ...