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Estate Planning Blog

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estate planning

Spring Cleaning Includes Your Estate Plan

Posted on: April 23, 2026
To keep your estate plans current, here’s what to review this spring regarding wills, trusts, beneficiaries, powers of attorney and funeral wishes.
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Whe a loved one passes away.

Precautions and Planning to Age in Place Safely

Posted on: April 15, 2026
Many older adults hope to remain in their homes as they age. However, doing so safely requires thoughtful preparation to address safety risks.
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estate planning

Can an Estate Plan Protect the Family When One Child is an Addict?

Posted on: April 8, 2026
Fairness in estate planning doesn’t always mean identical outcomes.
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Seniors Targeted for Scams: How to Protect Yourself

Posted on: April 8, 2026
Americans over 60 are losing billions of dollars to fraud, a far bigger threat than physical crime.
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Power of attorney

Planning for Retirement without Children

Posted on: April 2, 2026
Retirement planning without children requires intentional strategies for long-term care, financial security and legacy decisions.
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estate planning and elder law firm

One Big Beautiful Bill Act Is Changing Elder Law

Posted on: April 2, 2026
The One Big Beautiful Bill Act is reshaping legal and financial planning for older adults, creating both opportunities and challenges for families and elder law practitioners.
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Susan and Jill

Finding Balance: One Husband’s Journey Through Caregiving

Posted on: March 31, 2026
By Susan Lazarchick & Jill Reinheimer, Care Coordinators Caregiving is an act of love, but it can quietly take over your life. Sometimes the hardestlesson is realizing that taking care of yourself is part of taking care of the person youlove. We recently spoke with Tom, whose wife moved to memory care two years ago. […]
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Can Grandparents Leave Retirement Assets to a Special Needs Family Member?

Posted on: March 26, 2026
Many grandparents of children with disabilities can take the same tax-cutting steps we did to help protect their grandchild’s long-term financial security and independence.
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elder care

Key Steps to Prevent Nursing Home Injuries in Seniors

Posted on: March 26, 2026
Preventing injuries in nursing homes starts with awareness, accountability and proactive family involvement.
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