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Estate Planning Blog

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When Should You Start Taking Social Security Benefits?

Posted on: March 17, 2023
Should you retire now and begin collecting your benefits or hold off for a few more years?
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Can I Enroll in Medicare While I’m Still Working?

Posted on: March 12, 2023
Here are some answers to common questions surrounding retirement postponement and Medicare coverage, including common misperceptions.
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How to Avoid Common IRA Mistakes

Posted on: March 12, 2023
Millions of Americans use both traditional and Roth IRAs to save for retirement. However, that doesn't mean they all have a full understanding of how IRAs work.
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How Do I Leave Assets for Heirs?

Posted on: March 3, 2023
No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals.
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Who Is Pushing for National Veterans Support Strategy?

Posted on: February 27, 2023
Officials from the George W. Bush Institute are pushing for a national veterans strategy to focus numerous existing military transition programs and to provide better insight on what other resources are needed.
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What Is an Estate Planning Checkup?

Posted on: February 27, 2023
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.
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Can a Dementia Patient Sign Legal Documents?

Posted on: February 20, 2023
Families and their loved ones with dementia need to start advance care planning after receiving a diagnosis of dementia. Medical experts and attorneys can help your loved one to be involved in their care planning.
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Why Everyone Needs an Estate Plan

Posted on: February 10, 2023
Estate planning isn’t just for wealthy individuals with large assets; it’s essential for everyone.
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What Should Not Be Kept in a Safe Deposit Box?

Posted on: February 3, 2023
Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs.
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