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Estate Planning Blog

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Inheritance Order for Assets to Help Owners and Heirs

Posted on: September 17, 2026
The SECURE Act forces heirs to drain inherited traditional IRAs within 10 years, often triggering 32%+ federal tax rates during their peak earning years.
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Aging in Place Safely and Comfortably

Posted on: August 5, 2026
Many older adults hope to remain in their own homes as they age. With thoughtful planning and practical safety measures, aging in place can provide greater independence, comfort and peace of mind.
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Curran estate and elder law law office

Inherited IRAs are Tricky: What You Need to Know

Posted on: July 16, 2026
If I give the IRA to my son, will he pay the taxes on the IRA?
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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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Can Taxes Be Minimized on Inherited IRAs?

Posted on: March 12, 2026
The rules governing inherited retirement accounts have changed in recent years.
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Lady working on medicare planning

Be Prepared for Higher Medicare Costs in 2026

Posted on: March 12, 2026
In 2026, Medicare enrollees will face higher premiums and deductibles, making it more important than ever to plan for healthcare expenses in retirement.
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Caregiving Challenges Can Shape Retirement Planning for Older Americans

Posted on: February 6, 2026
Caregiving responsibilities are increasingly reshaping how older Americans approach retirement, financial security and long-term planning.
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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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