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Category Archives: Probate

Retirement Accounts and Estates

There are a number of retirement account options that get tax benefits (these accounts are called "tax qualified" in the industry). Think of the Traditional IRA or a 401(k). The government wants you to save for retirement (so that it doesn't have to spend as much) so it gives you incentives to put some money…
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What Makes a Legal Estate Planning Document?

I've heard a number of allegations over the years from clients and their family members that certain documents, such as wills or trusts, are or are not valid. The reasons vary from the document lacking an embossed notary stamp to documents having been drafted by an attorney who isn't practicing anymore. There are a number…
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