Essential Masterclass
How to Pay for Care without Going Bankrupt

Best Home Modifications to Maintain Independence

Accessible Home Modifications

As they get older, many — even most — Americans prefer to remain in their own homes as long as they can, AKA “age in place.” However, to do that, many will need to make their residences safer and easier to navigate, by making home modifications.

Top 5 Estate Planning Nightmares You Can Avoid with a Will

Asian American four generation family.

In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…

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 Younger Adults Take Charge of Estate Planning

Young adults with new baby need estate planning.

Recent anecdotal trends show a new, positive shift among millennials and Gen-Z individuals. According to a recent article from Forbes, “Why Gen-Z Is Suddenly Creating Wills And Trusts—And You Should Too,” within recent months, more and more millennials and Gen-Zers who are being told to create an estate plan are actually going ahead and doing so.

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