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Estate Planning Blog

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Can I Get My Ex-Spouse's Social Security Benefits?

Posted on: November 22, 2023
If you’re thinking hard about your Social Security claiming strategy, there may be one aspect you've overlooked. If you're divorced, you may be able to receive Social Security benefits based on your ex-spouse’s work record.
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Can You Successfully Disinherit a Family Member?

Posted on: November 22, 2023
If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?
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What are Big Mistakes for Vets to Avoid When Applying for Benefits?

Posted on: November 16, 2023
As veterans try to get the full extent of their earned benefits as quickly as possible, there are a few key mistakes to avoid and some resources can make a world of difference.
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How to Handle an Inheritance

Posted on: November 16, 2023
It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.
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Social Security Scammers Embracing Artificial Intelligence

Posted on: November 9, 2023
AI-driven fraud is on the rise, and that includes Social Security scams. Thieves are using artificial intelligence to get personal information that can be used to access benefits.
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Power of attorney

Why You Need Two Kinds of Power of Attorney Documents

Posted on: November 6, 2023
Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
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What Is Elder Law?

Posted on: November 2, 2023
Elder law focuses on the needs of people over the age of 65. The major areas of this specialty are estate planning, long-term care planning, special needs planning, disability planning, conservatorship or guardianship and elder abuse.
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Estate Planning Myths Debunked

Posted on: November 2, 2023
In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people's families.
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Seniors Be Careful: Elder Financial Exploitation More than Doubled Since COVID

Posted on: October 27, 2023
While we all hope to age gracefully, we need to prepare for the potential risks of aging as it relates to investing and financial wellbeing.
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