Strategies to Avoid Medicare Enrollment Errors
Medicare enrollment can be complex, with potential pitfalls like late penalties and coverage gaps.
Social Security Changes for January 2026
One Social Security change next year that has been a while in the making is that the full retirement age (FRA) will officially be set at 67.
National Estate Planning Awareness Week
National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
Red Flags for Retirees from OBBB
The One Big Beautiful Bill (OBBB), signed into law in July, made headlines with promises of tax relief and economic growth. However, for retirees, the reality is more complicated and, in many cases, more costly.
October is Special Needs Law Month
The National Academy of Elder Law Attorneys (NAELA) established October as National Special Needs Law Month. It coinsides with World Down Syndrome Awareness Month.
Estate Planning Lessons from Celebrity Nightmares
The press has made much of the handwritten will that Larry King executed in the months before he died and in which he purports to change his prior will executed in 2015, to leave his estate equally between his children.
Elder Financial Abuse Increases with Social Isolation
Social Isolation experienced by many senior adults can make them more vulnerable to financial fraud, exploitation, and abuse.
British Rock Legend’s Carefully Planned Wealth Leaves No One Out
Ozzy Osbourne’s thoughtful estate planning shows how advance preparation can preserve family unity, protect wealth, and ensure wishes are honored even in the public eye.
Multi-Million Dollar Senior Scammer Arrested and Charged
Federal investigators allege that West ran a sophisticated operation that exploited the vulnerabilities of elderly individuals through a series of deceptive phone calls, fake investment offers and high-pressure tactics.
What the 2025 Tax Law Means for Your Estate Plan
Since the law is so wide-ranging, it can disrupt even the most well-prepared plans.
