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Estate Planning Blog

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Can Estate Planning Reduce Inheritance Taxes?

Posted on: July 26, 2024
Contrary to common belief, estate planning benefits aren’t exclusive to the ultra-wealthy. The mid-affluent—individuals and married couples poised for significant asset growth—should also consider their future tax exposure.
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estate planning

Estate Planning for Non-Married Couples: Securing the Estate of Cohabitating Couples

Posted on: July 26, 2024
Politicians often don’t write the law with unmarried couples in mind. Cohabitating couples need a will and cohabitation agreement to protect each other if the worst happens.
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Retirees Face Financial Strain Due to Medical Care Costs

Posted on: July 17, 2024
Retirees face high healthcare costs, spending an average of $7,540 annually. Proper estate planning helps manage these expenses and secure financial stability.
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Top Myths of Estate Planning

Posted on: July 17, 2024
Having a plan in place ensures that your finances and health care are handled by someone you trust.
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client testimonials

Planning for Retirement with a Special Needs Child

Posted on: July 11, 2024
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
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How to Discuss Estate Planning with Your Aging Parents

Posted on: July 10, 2024
Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
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Top Estate Planning Mistakes to Avoid

Posted on: July 5, 2024
So, to leave a legacy for your family and those philanthropic groups you support, you need a comprehensive estate plan—and you need to avoid making mistakes.
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probate and estate administration

What is the Impact of Gifts on Medicaid Eligibility for Seniors?

Posted on: July 5, 2024
Learn how gifts can impact Medicaid eligibility and how to best care for your loved ones.
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elder law

Irrevocable Trusts and Medicaid: Navigating the Complexities

Posted on: June 27, 2024
Explore the pros and cons of using irrevocable trusts for Medicaid planning—secure assets while navigating complex eligibility rules.
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