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Estate Planning Blog

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Beware of DMV Text Scams Targeting Seniors

Posted on: September 19, 2025
Know the signs of the new DMV text scam targeting seniors to avoid falling victim.
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Travelers Need These Estate Planning Documents

Posted on: September 16, 2025
These aren’t just hypotheticals; they’re avoidable moments of chaos if the right documents are in place.
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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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Executor

British Rock Legend's Carefully Planned Wealth Leaves No One Out

Posted on: September 4, 2025
Ozzy Osbourne’s thoughtful estate planning shows how advance preparation can preserve family unity, protect wealth, and ensure wishes are honored even in the public eye.
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estate planning

Common Estate Planning Mistake: DIY Planning

Posted on: August 28, 2025
Trying to save money with DIY estate planning can lead to costly legal errors, invalid documents and unintended outcomes for your family.
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power of attorney

Can a Bank Refuse a Power of Attorney for My Elderly Parent?

Posted on: August 22, 2025
Financial institutions may deny a valid power of attorney. However, understanding your rights can help prevent costly disruptions in care.
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Executor

Be Aware that your Caregiving Duties Continue when the Care Recipient Dies

Posted on: August 15, 2025
The end of life doesn’t always mark the end of caregiving. Many responsibilities remain for loved ones, especially when legal or financial affairs require attention.
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Multi-Million Dollar Senior Scammer Arrested and Charged

Posted on: August 15, 2025
Federal investigators allege that West ran a sophisticated operation that exploited the vulnerabilities of elderly individuals through a series of deceptive phone calls, fake investment offers and high-pressure tactics.
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application for medicaid

Can I Begin ‘The Talk’ with My Aging Parents?

Posted on: August 7, 2025
You may need to step in and help one day. You don't want to wait until after an accident or a medical crisis.
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