What Should I Know about Finances Before Remarriage?
You may want to consider some financial issues before walking down the aisle again.
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.
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.
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.
Why Is it Important to Have an Estate Plan?
Whatever stage of adult life you’re at—no matter your net worth—you need a will.
