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Estate Planning Blog

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Law-Last-Will-And-Testament

What are Some of the Biggest Estate Planning Mistakes?

Posted on: February 12, 2026
Procrastination and the belief they don’t have enough assets to leave someone were the top reasons people gave for not having made one.
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Dementia Patient

Factor Alzheimer’s Risks into Your Retirement Plan

Posted on: February 12, 2026
Planning for retirement means preparing not only for longevity, but also for the possibility of cognitive decline.
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Estate Planning is Critical for Non-Married Partners

Posted on: February 6, 2026
After the Estate opened, next of kin was notified and an heir search company even appeared to point out other extended cousins who may be parties of interest.
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Caregiving Challenges Can Shape Retirement Planning for Older Americans

Posted on: February 6, 2026
Caregiving responsibilities are increasingly reshaping how older Americans approach retirement, financial security and long-term planning.
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last will and testament

The Tragic Passing of Rob Reiner and the Ramifications of Crime in Estate Planning

Posted on: January 27, 2026
When crime intersects with inheritance, estate planning laws step in to prevent unjust outcomes and protect rightful beneficiaries.
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estate planning and elder law firm

What Happens When You Inherit an IRA?

Posted on: January 27, 2026
The SECURE Act 1.0 and 2.0 introduced updated rules for IRA distributions, which apply if the owner of the account passed away in 2020 or later.
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Explaining a Grandparent with Dementia to Your Children

Posted on: January 22, 2026
Helping children understand a grandparent’s dementia can strengthen family bonds and reduce fear or confusion.
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Incorporating Government Benefits (Social Security, Medicare, Medicaid) into Late-Life Planning

Posted on: January 22, 2026
Government benefits can be a vital part of a secure late-life plan — knowing how Social Security, Medicare, Medicaid and other programs interact lets you protect income and assets.
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Susan and Jill

From Overwhelmed to Supported: A Family’s Care Coordination Story

Posted on: January 16, 2026
Families don’t call us because they want paperwork or a list of facilities. They call because they’re overwhelmed, worried, and afraid of making the wrong decision for someone they love. When the Harris family reached out, they were exhausted, uncertain, and unsure where to turn. What followed was not just a care plan—but a path forward that brought clarity, confidence, and peace of mind during one of the most difficult seasons of their lives.
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