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Estate Planning Blog

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Ensuring That Your Pet is Cared for with Trust Planning

Posted on: July 10, 2025
For many, pets are family. Planning for their care through a pet trust ensures that they remain protected even after you’re gone.
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probate and estate administration

Planning for Long-Term Care Is Part of Estate Planning

Posted on: July 10, 2025
The largest threat to individuals, their families and their assets is long-term care.
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How Does Asset Protection Planning Work?

Posted on: July 3, 2025
Asset protection isn’t just for the wealthy—it’s a practical way to preserve your savings, safeguard your home and shield your family from financial risk.
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application for medicaid

How to Protect Elderly Parents from Scammers

Posted on: July 3, 2025
Are you worried that your dad might fall for his caregiver and leave the family farm to her in his will?
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elder care

Lifetime Cost of Long-Term Care Rising Significantly

Posted on: June 26, 2025
As life expectancy increases and care needs grow, the cost of long-term care is becoming one of the most pressing financial challenges for older adults and their families.
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What You Need to Know about Social Security Survivor Benefits

Posted on: June 26, 2025
Survivor benefits can be complex, even if you don’t think you have a complicated financial situation.
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Who Inherits a 401(k) when No Beneficiary is Designated?

Posted on: June 20, 2025
As if losing a parent isn’t hard enough, battling bureaucracy to claim their legacy can feel like a fresh wound.
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Can a Trust Beneficiary Also Serve as Trustee?

Posted on: June 20, 2025
Serving as both trustee and beneficiary is legal in many cases. However, it requires careful structuring to avoid conflicts, preserve fairness and ensure that the trust’s intent is honored.
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A Guide for the Sandwich Generation to Balance Care and Legal Planning

Posted on: June 12, 2025
The sandwich generation—adults caring for both aging parents and dependent children—must juggle emotional, financial and legal responsibilities all at once.
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