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Estate Planning Blog

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elder care

Protecting Elderly Loved Ones from Caregiver Fraud

Posted on: May 12, 2026
While caregivers provide essential support, they can also have access to finances and personal information—making oversight and safeguards critically important.
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power of attorney

Estate Planning Steps to Take This Year

Posted on: May 12, 2026
Estate planning isn't a one-size-fits-all approach; much of it depends on your personal situation.
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probate and estate administration

Protecting Older Adults from Financial Abuse

Posted on: May 6, 2026
Financial abuse is one of the most common and devastating forms of elder exploitation, often going unnoticed until significant damage has already occurred.
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estate planning

The Cost of Silence: Families Need to Talk about Estate Planning

Posted on: May 6, 2026
Avoiding conversations about wills and estate planning can lead to confusion, conflict and costly legal problems for families later.
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age in place

Care Corner: What I Wish I Knew Earlier

Posted on: May 1, 2026
By Susan Lazarchick & Jill Reinheimer, Care Coordinators Most families don’t realize they are in the middle of a caregiving journey until they are already deep in it. It rarely starts with a clear decision or a defining moment. Instead, it begins quietly. Missed appointments, small memory lapses, a little more help needed here and […]
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Executor

Beneficiary Designations are Critical to Estate Plan Success

Posted on: April 30, 2026
Beneficiary designations on retirement accounts, life insurance policies and annuities often override the instructions in your will or living trust.
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estate planning and elder law firm

Planning for Widowhood in Phases

Posted on: April 30, 2026
The passing of spouse can trigger several changes, financial, practical and emotional.
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medicaid

Medicaid Planning is Essential to Retiring in Prosperity

Posted on: April 23, 2026
Planning for retirement without considering long-term care costs is like building a house without a roof — eventually you're exposed to financial storms.
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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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