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Estate Planning Blog

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power of attorney

Estate Planning Steps to Take This Year

Posted on: May 12, 2026
Estate planning isn't a one-size-fits-all approach; much of it depends on your personal situation.
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estate planning

The Cost of Silence: Families Need to Talk about Estate Planning

Posted on: May 6, 2026
Avoiding conversations about wills and estate planning can lead to confusion, conflict and costly legal problems for families later.
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Executor

Beneficiary Designations are Critical to Estate Plan Success

Posted on: April 30, 2026
Beneficiary designations on retirement accounts, life insurance policies and annuities often override the instructions in your will or living trust.
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estate planning and elder law firm

Planning for Widowhood in Phases

Posted on: April 30, 2026
The passing of spouse can trigger several changes, financial, practical and emotional.
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estate planning

Spring Cleaning Includes Your Estate Plan

Posted on: April 23, 2026
To keep your estate plans current, here’s what to review this spring regarding wills, trusts, beneficiaries, powers of attorney and funeral wishes.
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estate planning
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Can an Estate Plan Protect the Family When One Child is an Addict?

Posted on: April 8, 2026
Fairness in estate planning doesn’t always mean identical outcomes.
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Can Grandparents Leave Retirement Assets to a Special Needs Family Member?

Posted on: March 26, 2026
Many grandparents of children with disabilities can take the same tax-cutting steps we did to help protect their grandchild’s long-term financial security and independence.
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elder care

Key Steps to Prevent Nursing Home Injuries in Seniors

Posted on: March 26, 2026
Preventing injuries in nursing homes starts with awareness, accountability and proactive family involvement.
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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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