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Estate Planning Blog

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Upcoming Wedding? Older Couples Should Consider a Premarital Agreement

Posted on: May 29, 2025
A premarital agreement offers older couples a thoughtful way to protect assets, clarify financial expectations and strengthen trust before saying ‘I do.’
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Lois Savage and Susan Lazarchick, with a lovely member of our life care planning program, Frances Rosemary Haley

Combating Aging Stereotypes During Older Americans Month

Posted on: May 29, 2025
Older Americans Month reminds us that aging is not a decline but a continuation of growth, contribution and vitality in every stage of life.
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estate planning

Estate Planning Lessons from Celebrities

Posted on: May 22, 2025
While it can be easy to assume that celebrities would have airtight estate plans, time and time again Hollywood stars have made costly decisions that could have been easily avoided.
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Public-Service Retirees to Receive Additional Social Security Payment

Posted on: May 22, 2025
A long-overlooked benefit adjustment is finally offering some relief to public-service retirees impacted by decades-old Social Security rules.
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Steps to Avoid Inheritance Issues in Second Marriages

Posted on: May 15, 2025
Blended families face unique estate planning risks—without clear documents and careful planning, inheritance conflicts between spouses and children are almost inevitable.
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Essential Qualities Needed to Live to 100 and Beyond

Posted on: May 15, 2025
Reaching 100 isn’t just about good genes—traits like resilience, community connection and a sense of purpose are just as important to longevity.
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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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