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 […]
Mothers Need More Than Flowers

Women were already more likely to experience the stressors of “sandwich generation” caregiving – providing assistance to a parent, while raising children. Women are more likely than men to withdraw partially or fully from the workforce when caregiving demands are high – negatively impacting their career advancement and retirement savings.
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 an Elder Law Attorney Help Me with Medicaid?

How can an elder law Medicaid attorney help?
What are Top ‘To-Dos’ in Estate Planning?

The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
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.
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.
Creating a Senior Life Plan to Reduce the Burden on Loved Ones as You Age

A senior life plan can reduce the burden on loved ones by addressing medical, financial and legal needs before they become urgent.
Resolve to Do Your Estate Planning in 2025

Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
Money Tips for the New Year

If you want to look back on 2025 with great satisfaction, here are some financial moves you might make now or soon.