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Your Estate Plan May Still Need a Trust

October 14, 2025
For most of us regular people (the non-multimillionaires), the new estate tax laws won’t change a thing, since estate taxes were never a concern in the first place.
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Red Flags for Retirees from OBBB

October 13, 2025
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.
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Most Baby Boomers will Need Long-Term Care; Make Sure

October 12, 2025
Most Baby Boomers will eventually require some form of long-term care. With rising costs and high demand, families must plan early to prepare financially for life’s inevitable challenges.
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Planning for Children with Special Needs with ABLE Accounts and

October 9, 2025
Families of children with autism face the dual challenge of saving for retirement, while also planning for their child's long-term care.
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National Estate Planning Awareness Week: October 20 -

October 8, 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.
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Dementia, Alzheimer’s and Firearms: Keep Gun-Owning Loved

October 7, 2025
Declining memory, judgment and decision-making skills can make firearm ownership risky for seniors living with dementia or Alzheimer’s. Proactive steps can protect both the gun owner and those around them.
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Avoid These Mistakes to Keep Loved Ones Out of Probate

October 6, 2025
Probate can be a costly, time-consuming process that delays the transfer of assets. Avoiding common estate planning errors can help ensure that your heirs receive their inheritance with minimal hassle.
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How Can I Protect My Child’s Inheritance in a Second Marriage?

October 3, 2025
The portion the surviving spouse can claim depends on the circumstances.
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When Your First Choice of Trustee Declines

October 2, 2025
Even the most trusted family member or friend may decline to serve as trustee. The role can be demanding, involving complex legal responsibilities, financial oversight and ongoing reporting obligations. Some individuals may lack confidence in managing investments or navigating government benefits for people with special needs. Others may be concerned about the time commitment or potential conflicts with other beneficiaries. Understanding the reasons for a refusal can help you adjust your approach. Sometimes the concern is about specific duties, which may be alleviated by offering professional assistance or co-trustee arrangements. In other cases, it may be a firm decision based…
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New Tax Law Affect Seniors’ Healthcare and Finances

September 30, 2025
July’s Big Beautiful Bill Act introduces tax changes that could influence how older adults manage their budgets and coverage decisions.
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