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Estate Planning Blog

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Estate planning and elder law attorneys

Retirees Should Adjust Planning With Four Big Changes in Mind

Posted on: November 25, 2025
By staying on top of changes in tax law and other changing rules, you can secure a comfortable retirement.
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estate planning and elder law firm

Retiring With a 401(k): Effects on Elder Care Planning

Posted on: November 5, 2025
A 401(k) can provide financial security in retirement, but careful planning is needed to ensure it also supports long-term care and elder needs.
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estate planning and elder law firm

Ensure that Your IRA Beneficiaries Get as Much Money as the Government Will

Posted on: September 11, 2025
Tax rules around retirement accounts can erode the inheritance your loved ones receive — unless you take steps to protect those funds in advance.
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Will Medicare and Social Security Still Be There for Aging Adults?

Posted on: June 12, 2025
With rising concern about the future of entitlement programs, aging adults are right to ask whether Medicare and Social Security will meet their needs in the years ahead.
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Required Minimum Distribution

Balancing Income in Retirement: Smart Strategies for Long-Term Financial Stability

Posted on: March 20, 2025
Managing retirement income requires careful planning to maintain financial security, while minimizing taxes and unexpected costs.
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Changes to Social Security for 2025

Posted on: February 6, 2025
These 2025 Social Security changes will impact recipients and non-retired workers.
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Is It a Good Idea to Convert a Traditional IRA to a Roth IRA?

Posted on: August 23, 2024
Retirement savers can reap benefits in the conversion if they are able to pay a tax now.
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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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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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