Written by Gerry W. Beyer, JD, LLM, JSD

Whenever you plan for married clients, it is vital to know what property your clients own and what their spouses own. However, clients are often unclear about ownership and may be unsure whether an asset is owned individually or jointly by the spouses. Because two different marital systems are recognized in the United States, title alone does not always determine who truly owns the property. This article is designed to shed light on this key estate planning issue. 

Have you recently found yourself wondering why your law firm website traffic is decreasing or you’re receiving fewer calls from prospective clients?

The reason likely lies in how artificial intelligence (AI) is fundamentally reshaping the way today’s clients search for estate planning services. 

Written by Phoebe Stone, JD, MA (Bioethics)

In the United States, an enormous amount of wealth is held in retirement assets. In fact, as of September 2025, more than $48 trillion is held in retirement accounts, and retirement assets account for more than one-third of all household financial assets. Given these statistics, trusts and estates practitioners and other professionals must be prepared to advise and assist their clients in planning for their retirement savings accounts.