A Mother’s Day Legal Planning Guide

Mother’s Day is a time for celebration, reflection and maybe a moment to talk about the hard stuff. As our parents age, many of us find ourselves navigating unfamiliar territory: future care, legal paperwork, long-term care expenses and awkward but necessary conversations about estate planning. But planning for the future doesn’t have to be grim […]

May is Older Americans Month

Every May, the Administration for Community Living leads the nation’s observance of Older Americans Month (OAM). The 2025 theme is Flip the Script on Aging,

Make Life Easier for Heirs: Get Your Estate Organized

It’s easy to put off doing many of these things. However, get them done, and your heirs will be thankful you did.

Can Estate Planning Reduce Taxes?

Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.

Estate Planning Tips for Aging Solo

So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.

Navigating Long-term Care Challenges: A Useful Guide for Women

Women face unique challenges as they age. According to the Population Reference Bureau, a Washington-based think tank, women live about seven years more than men. Living longer means planning for a longer retirement.

Can Caregiver Burnout Be Prevented?

Providing care for an aging relative or loved one is often physical and emotionally challenging. Learn how to recognize the early signs of burnout – and how to prevent it.

Estate Planning Strategies for a Family Business

Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.