retirement planning

Mental Health Considerations in Estate Planning Image
11.30.2021

Mental Health Considerations in Estate Planning

It is okay to not be okay. Removing the stigma of mental hea...

Are Family Limited Partnerships under Attack? Image
11.16.2021

Are Family Limited Partnerships under Attack?

A popular estate planning tool that has long been used effec...

Why Is Joseph P. Kennedy Named in My Trust? Image
10.19.2021

Why Is Joseph P. Kennedy Named in My Trust?

Occasionally, a person who has completed an estate plan with...

Trust Funding: Is Everything Titled Correctly? Image
10.05.2021

Trust Funding: Is Everything Titled Correctly?

Working with an attorney to draft a trust agreement for esta...

Is Our Home Community Property or Separate Property, and Why Does It Matter? Image
09.28.2021

Is Our Home Community Property or Separate Property, and Why Does It Matter?

When two people get married, the property they obtain during...

What if I Can Find Only Photocopies or Digital Copies of My Estate Planning Documents? Image
09.21.2021

What if I Can Find Only Photocopies or Digital Copies of My Estate Planning Documents?

If you were to ask attorneys across the country how often th...