trust 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...

What Is HEMS and Why Is It Included in So Many Trusts? Image
11.11.2021

What Is HEMS and Why Is It Included in So Many Trusts?

In the world of estate planning, you may come across the acr...

Decanting: Redoing Your Loved One’s Estate Plan Image
10.26.2021

Decanting: Redoing Your Loved One’s Estate Plan

In a constantly evolving world, having the flexibility to ad...

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...