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Good News about Social Security

Good news about Social Security.

For a long time, the Social Security Trustees have been warning that the retirement benefits system is facing some future financial hardships.

Crafting a Legacy of Love this Father’s Day

Three generations celebrating Father's Day.

Congratulations, Dad! You’ve journeyed through the many stages of fatherhood, from guiding your children through their formative years to witnessing them become parents themselves. Amid all the challenges of recent times, your family has not only endured but thrived. As you reflect on these accomplishments, there’s a new horizon to consider: creating a lasting legacy of care and love for your family.

Ensuring Your Estate Plan is Current Before Traveling: A Step-by-Step Guide

Older couple on vacation point to the horizon.

Planning a trip can be exciting, but before you jet off, it’s essential to ensure that your estate plan is up-to-date. Life is unpredictable, and having a current estate plan provides peace of mind, knowing that your wishes will be honored if anything unexpected happens. Here’s a step-by-step guide to help you ensure your estate plan is current before traveling.

Affluent Parents Maximize Tax-Free Giving to Children

Affluent couple with grand daughter reading a book on the couch.

Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.

How to Support a Child with Special Needs?

Young man with Special Needs with his parents - needs Elder Law Planning.

Families that include individuals with special needs require planning to secure their loved ones’ security in the future, both in legal and financial terms. There’s usually no expectation of the child becoming an independent adult, so careful planning is needed, as advised in the recent article “Financial Planning for Families with Disabilities” from Wealth Management. Many families neglect planning for their retirement, focusing all their resources on developing a plan for their disabled child. However, retirement and their child’s future need to be secured, which is where an estate planning attorney can help.

What Does an Elder Law Attorney Do?

An Elder Law Attorney can help couples and individuals age 50+.

Estate Planning may not be something you necessarily WANT to think about, but it could protect your interests and wishes long after you are gone.

The Ultimate Retirement Bucket List: A Prescription for Mental Health

Four retirees exploring a new city on their bucket list.

A bucket list is not just a collection of dreams – it’s a prescription for mental well-being in retirement. By staying active, engaged, and focused on meaningful goals, older adults can cultivate a sense of purpose and fulfillment that carries them through their later years. What are you waiting for? Start making your ultimate retirement bucket list today.

Estate Planning Strategies Support Aging Parents

Multi-generational family at home needs estate planning.

An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents’ wishes, while retaining control for aging parents over financial and health-related matters.

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