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Estate Planning Blog

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Law-Last-Will-And-Testament

What are Some of the Biggest Estate Planning Mistakes?

Posted on: February 12, 2026
Procrastination and the belief they don’t have enough assets to leave someone were the top reasons people gave for not having made one.
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Estate Planning is Critical for Non-Married Partners

Posted on: February 6, 2026
After the Estate opened, next of kin was notified and an heir search company even appeared to point out other extended cousins who may be parties of interest.
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last will and testament

The Tragic Passing of Rob Reiner and the Ramifications of Crime in Estate Planning

Posted on: January 27, 2026
When crime intersects with inheritance, estate planning laws step in to prevent unjust outcomes and protect rightful beneficiaries.
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estate planning and elder law firm

What Happens When You Inherit an IRA?

Posted on: January 27, 2026
The SECURE Act 1.0 and 2.0 introduced updated rules for IRA distributions, which apply if the owner of the account passed away in 2020 or later.
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Susan and Jill

From Overwhelmed to Supported: A Family’s Care Coordination Story

Posted on: January 16, 2026
Families don’t call us because they want paperwork or a list of facilities. They call because they’re overwhelmed, worried, and afraid of making the wrong decision for someone they love. When the Harris family reached out, they were exhausted, uncertain, and unsure where to turn. What followed was not just a care plan—but a path forward that brought clarity, confidence, and peace of mind during one of the most difficult seasons of their lives.
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Law-Last-Will-And-Testament

How to Avoid Common Estate Planning Surprises

Posted on: January 9, 2026
Estate planning errors discovered in January can create stress, conflict and financial loss.
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estate planning

Estate Planning Documents You’ll Regret Not Having

Posted on: January 2, 2026
It’s actually simple: If you have people you love or care who inherits your assets, you need an estate plan.
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estate planning and elder law firm

Experts' Opinions on Overhauling Estate Planning in 2026

Posted on: December 25, 2025
Estate planning professionals agree that the upcoming 2026 changes create an opportunity for thoughtful updates rather than urgent or drastic overhauls.
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application for medicaid

Holiday Visits: Red Flags to Watch for with Aging Loved Ones

Posted on: December 15, 2025
The holidays give us something rare these days: real, unhurried time with our aging parents and loved ones. When you’re together for more than a quick call or a rushed visit, changes have a way of showing themselves—sometimes quietly, sometimes waving a red flag like it means business.
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