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Estate Planning Blog

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Executor

Preventing Inheritance Theft

Posted on: 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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Dementia Prevention Starts in Your 40s

Posted on: May 8, 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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Avoid Investment and Employment Scams

Posted on: May 1, 2025
Financial scammers often target older adults and retirees with offers that seem too good to pass up—knowing how to spot and avoid these schemes can protect your savings and peace of mind.
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Grief Can Have Impact on Work Life

Posted on: May 1, 2025
Grief doesn’t stop at the office door—losing a loved one affects concentration, energy and emotional health, making it hard to perform at work while mourning.
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Managing a House After a Relative’s Death

Posted on: April 24, 2025
Inheriting a home comes with financial, legal, and emotional responsibilities—understanding your options can help you make informed decisions.
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hearing loss

How to Talk with Children About a Grandparent with Dementia

Posted on: April 24, 2025
Explaining dementia to children can be challenging. However, honest and compassionate conversations help them understand and cope with their grandparent’s condition.
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Tax Deductions

What are the Changes in Estate Planning for 2025?

Posted on: April 17, 2025
Of course, no one knows exactly what changes, if any, will be enacted until proposals are officially made, votes are tallied, and the president has signed any new tax rules into law.
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How to Claim Unclaimed Property or Money

Posted on: April 17, 2025
Unclaimed property laws enable individuals to recover lost assets. However, navigating the process requires knowing where to look and how to file a claim.
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elder care

Protect Your Parents’ Savings From Nursing Home Expenses

Posted on: April 10, 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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