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Estate Planning Blog

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Dementia Patient

Care Corner: Walking Together to End Alzheimer’s

Posted on: October 2, 2026
By Susan Lazarchick & Jill Reinheimer, Care Coordinators For many families in our community, Alzheimer’s disease and other forms of dementia are deeply personal. They affect not only the person living with the disease, but also spouses, children, grandchildren, friends and caregivers who walk alongside them. This October, our community has an opportunity to come […]
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age in place

Elder Law Firms are Critical to Long-Term Care Planning

Posted on: October 1, 2026
Long-term care planning involves Medicaid eligibility, asset protection, powers of attorney and the legal consequences of decisions made years before care is needed. This complexity is why a qualified elder law firm makes all the difference.
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law firm favicon

Estate Planning for an Heir Facing Mental Health Struggles

Posted on: October 1, 2026
When an intended heir struggles with mental health challenges, leaving an inheritance outright may not always provide the protection a family hopes to create. Thoughtful estate planning can help preserve financial resources while supporting the beneficiary's long-term well-being.
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medicaid

Estate Planning is About More than What Happens After Death

Posted on: September 23, 2026
Estate planning is a lifesaver for families facing long-term care, incapacity, or difficult financial decisions. A thoughtful plan carries out your wishes while you’re gone but also helps you and loved ones while you’re here.
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Estate Planning for a Gray Marriage

Posted on: September 23, 2026
Gray marriage, when couples marry at 65 or older, can bring more financial complications.
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Wasting Inheritance

Young Adults Need Estate Planning

Posted on: September 17, 2026
Estate planning is often viewed as something for retirees. However, unexpected tragedies can happen at any age. Creating a few essential legal documents early in adulthood can provide important protections for both young adults and their families.
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Inheritance Order for Assets to Help Owners and Heirs

Posted on: September 17, 2026
The SECURE Act forces heirs to drain inherited traditional IRAs within 10 years, often triggering 32%+ federal tax rates during their peak earning years.
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How Can I Talk to Aging Parents About the Future?

Posted on: September 17, 2026
One of the toughest things to go through as an adult is helping your parents as they get older.
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Dementia Patient

When the Diagnosis Is Alzheimer’s, Estate Planning Becomes Urgent

Posted on: September 10, 2026
While the disease itself and the life it will introduce is unpredictable, there’s one area that’s very much in the McMurtreys’ control because they tackled it early.
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