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Estate Planning Blog

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Upcoming Wedding? Older Couples Should Consider a Premarital Agreement

Posted on: May 29, 2025
A premarital agreement offers older couples a thoughtful way to protect assets, clarify financial expectations and strengthen trust before saying ‘I do.’
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estate planning

Estate Planning Lessons from Celebrities

Posted on: May 22, 2025
While it can be easy to assume that celebrities would have airtight estate plans, time and time again Hollywood stars have made costly decisions that could have been easily avoided.
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Public-Service Retirees to Receive Additional Social Security Payment

Posted on: May 22, 2025
A long-overlooked benefit adjustment is finally offering some relief to public-service retirees impacted by decades-old Social Security rules.
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Steps to Avoid Inheritance Issues in Second Marriages

Posted on: May 15, 2025
Blended families face unique estate planning risks—without clear documents and careful planning, inheritance conflicts between spouses and children are almost inevitable.
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Managing a House After a Relative’s Death

Posted on: April 24, 2025
Inheriting a home comes with financial, legal, and emotional responsibilities—understanding your options can help you make informed decisions.
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Tax Deductions

What are the Changes in Estate Planning for 2025?

Posted on: April 17, 2025
Of course, no one knows exactly what changes, if any, will be enacted until proposals are officially made, votes are tallied, and the president has signed any new tax rules into law.
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How to Claim Unclaimed Property or Money

Posted on: April 17, 2025
Unclaimed property laws enable individuals to recover lost assets. However, navigating the process requires knowing where to look and how to file a claim.
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Make Your Advance Care Plans on National Healthcare Decisions Day

Posted on: April 10, 2025
National Healthcare Decisions Day on April 16 reminds us that planning for future medical care ensures that your wishes are respected and relieves your loved ones from making difficult choices during a crisis.
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Resources for Children with Developmental Disabilities

Posted on: April 3, 2025
Developmental Disabilities Awareness Month (DDAM), observed annually in March, is the perfect time to highlight resources that can improve a child’s quality of life and long-term well-being.
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