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There are Some Issues Family Business Owners Should Plan for in

May 19, 2025
As 2025 approaches, family business owners face new financial, legal and operational challenges that require proactive planning to ensure long-term success and smooth transitions.
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Does Your Estate Plan Consider the Needs of a Disabled

May 17, 2025
Estate planning addresses all kinds of events in life, and planning for a disabled beneficiary, even someone who has been well all their lives, should be considered when creating an estate plan for your family with an estate planning attorney. What one needs to do is different in every situation, according to a recent article, “Some estate plans need provisions for disabled beneficiaries,” from The News-Enterprise. For families with a long-term disabled individual, one course is to create a Third-Party Supplemental Needs Trust, sometimes referred to simply as a Special Needs Trust or SNT. This is a type of trust…
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Protecting LGBTQ+ Families through Estate Planning During

May 16, 2025
In uncertain political climates, estate planning becomes essential for LGBTQ+ families to safeguard rights, preserve parental authority and protect their financial future.
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What Should Be Included in Your Estate Plan?

May 14, 2025
In addition to the health care directive, other items that are part of estate planning include designating a financial power of attorney and establishing a will or trust.
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Estate Planning Helps Build Generational Wealth

May 13, 2025
Across personal finance topics, estate planning is probably one of the least understood—while being one of the most anxiety-inducing.
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Dementia Prevention Starts in Your 40s

May 12, 2025
While dementia is often associated with old age, science shows that prevention begins decades earlier—with habits you form in your 40s and 50s playing a major role in long-term brain health.
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Preventing Inheritance Theft

May 8, 2025
Inheritance theft can destroy family trust and strip rightful heirs of what they’re legally entitled to—early planning and oversight are essential to keeping your estate secure.
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The Coming ‘Great Wealth Transfer’ and Estate Planning

May 7, 2025
You don’t need a hefty bank balance or massive estate in order to need a will and estate plan.
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How to Create a Comprehensive Estate Plan in Five Steps

May 6, 2025
Yet, as life unfolds, having a well-structured estate plan becomes crucial – it can serve as a roadmap for your loved ones, ensuring that your wishes are honored and your family is cared for.
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Protect Your Parents’ Savings From Nursing Home Expenses

May 4, 2025
Without proper planning, the high costs of nursing home care can quickly deplete your parents’ savings, leaving them financially vulnerable.
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