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Estate Planning Series - Part 4 of 7 - Retirement Planning

  • By: James Rumps
  • 04-12-2023
  • Category: Estate Planning

Part 4: Retirement Planning and Estate Planning

As an attorney who specializes in estate planning, I am often asked about the importance of retirement planning in the context of estate plann....

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Estate Planning Series - Part 3 of 7 - Lifetime Giving

  • By: James Rumps
  • 04-05-2023
  • Category: Estate Planning

Part 3: Lifetime giving

As an estate planning attorney, I am often asked about the best ways to protect assets and minimize taxes. One strategy that has become increasingly popular in recent....