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Estate Planning Blog

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Volunteering Reduces the Impacts of Aging

Posted on: January 9, 2025
Volunteering empowers seniors to stay active, build connections and maintain their health as they age.
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What is the Difference between Equal and Fair Inheritances

Posted on: January 2, 2025
A common question asked in estate planning is how to divide an estate fairly among beneficiaries.
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Aging parents grow stubborn

Strategies for Thriving as a Senior Living Alone

Posted on: January 2, 2025
As more seniors embrace independent living, they face unique challenges like isolation, financial vulnerability and health risks. Proactive strategies, from creating a safe home to planning with an elder law attorney, empower older adults to thrive, while safeguarding their independence and long-term well-being.
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Is Your Estate Plan Ready for 2025 and the Potential Changes it May Bring?

Posted on: December 27, 2024
While retirement policy is always in flux, the outlook shaping up for 2025 is particularly dynamic.
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estate planning

Discussing Estate Planning in the Holiday Season

Posted on: December 27, 2024
Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.
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Wasting Inheritance

Millennials and Gen Zs Need Estate Plans Too

Posted on: December 19, 2024
Though ‘estate planning’ may bring to mind visions of rich families squabbling over the ancestral silver, it isn't just for the wealthy or older people, financial planners say.
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medicaid planning

Protecting Assets from Financial Exploitation Amid Cognitive Decline

Posted on: December 19, 2024
In an elder abuse horror story, a young woman spends $71,000 belonging to her uncle with dementia. Proper estate planning can safeguard your assets in the face of cognitive decline.
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medicaid planning

Legal Decision-Making for Seniors with Mild Cognitive Impairment (MCI)

Posted on: December 13, 2024
Seniors with mild cognitive impairment (MCI) can still make legal decisions. However, this may change. Early legal planning is essential to protect their autonomy as cognitive decline progresses.
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Estate Planning for Pet Owners: Creating a Pet Trust to Ensure Long-Term Care

Posted on: December 13, 2024
A pet trust legally ensures that pets receive care if owners pass away or become incapacitated, providing structured instructions and funding for long-term pet welfare.
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