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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.

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.

National Elder Law Month Facts

May is National Elder Law Month

Every year since 1963, the month of May has been dedicated to recognizing the lives and achievements of older adults.  The National Academy of Elder Law Attorneys (NAELA) supports this annual proclamation by increasing awareness of their work for and on behalf of seniors.

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.

Estate Planning Checklist for 2024: A Comprehensive Guide

Estate Planning Notes with coffee - making a checklist

Estate planning is more than writing a will; it’s a plan to manage and distribute assets to your dependents. It documents your healthcare preferences, so a loved one decides on medical care according to your wishes. The National Council on Aging (NCOA) Adviser’s article, “Estate Planning Guide and Checklist for 2024,” offers a comprehensive overview of what to consider when planning your estate. This blog post distills the key points from the article and provides an actionable checklist for 2024. Understanding Estate Planning Estate planning organizes your affairs to fulfill your wishes after you pass away. It encompasses decisions about…

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…

How to Be an Effective Advocate for Elderly Parents

Power of Attorney

As family caregivers, we play many roles: scheduler, money manager, house cleaner, health aide, nurse, navigator, nurturer and more. Perhaps the most important role, though, is advocate, as we ensure the best life possible for our loved ones when they are vulnerable.

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