Legal Planning for the Growing Caregiver Crisis
Care is collapsing in many communities, so families need documents, funding plans and clear roles before a crisis begins.
How Lower Interest Rates Can Impact Your Estate
Falling interest rates can influence everything from taxes to wealth transfers. Understanding these impacts helps families adjust estate strategies for long-term stability.
Major Life Events Necessitate Estate Plan Changes
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
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.
Estate Planning is Vital for Solo Agers
This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.
National Estate Planning Awareness Week: October 20 – 26, 2025
National Estate Planning Awareness Week is a timely reminder that estate planning goes beyond managing wealth. With a good estate plan, you can protect your loved ones and preserve your own quality of life.
Planning for Children with Special Needs with ABLE Accounts and Special Needs Trusts
Families of children with autism face the dual challenge of saving for retirement, while also planning for their child’s long-term care.
Estate Planning for the Parkinson’s Community: A Step-by-Step Guide
Living with Parkinson’s disease (PD) brings unique challenges – not only in managing health, but also in planning for the future. Effective estate planning is not just about preserving wealth and reducing taxes; it’s about peace of mind, protecting your loved ones, and ensuring your wishes are carried out. For those impacted by Parkinson’s disease, […]
New Tax Law Affect Seniors’ Healthcare and Finances
July’s Big Beautiful Bill Act introduces tax changes that could influence how older adults manage their budgets and coverage decisions.
