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Estate Planning Blog

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Seniors Targeted for Scams: How to Protect Yourself

Posted on: April 8, 2026
Americans over 60 are losing billions of dollars to fraud, a far bigger threat than physical crime.
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estate planning and elder law firm

One Big Beautiful Bill Act Is Changing Elder Law

Posted on: April 2, 2026
The One Big Beautiful Bill Act is reshaping legal and financial planning for older adults, creating both opportunities and challenges for families and elder law practitioners.
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estate planning and elder law firm

How to Navigate the SSI and SSDI Appeals Process

Posted on: March 19, 2026
A denial of Supplemental Security Income or Social Security Disability Insurance benefits is not the end of the road — many claims are approved only after appeal.
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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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Lady working on medicare planning

Be Prepared for Higher Medicare Costs in 2026

Posted on: March 12, 2026
In 2026, Medicare enrollees will face higher premiums and deductibles, making it more important than ever to plan for healthcare expenses in retirement.
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Power of attorney

Know Your Rights: Legal Protections for Seniors in 2026 and Beyond

Posted on: February 27, 2026
As Americans live longer, the law is evolving to better protect older adults from financial abuse, neglect and legal vulnerability.
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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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Medicare is Changing in 2026: Keep Your Plan Up to Date

Posted on: December 25, 2025
Medicare’s upcoming changes could reshape coverage and out-of-pocket costs for millions of older adults, making now the time to review your health and financial plans.
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estate planning

Five Key Provisions of the "Big Beautiful Bill" Change Estate Planning

Posted on: November 21, 2025
The One Big Beautiful Bill Act introduced many sweeping changes. Here are five that should be of special interest to retirees.
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