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Estate Planning Blog

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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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Tax Deductions

IRS Audits are Down, but Don't Get Careless

Posted on: September 27, 2025
While the number of IRS audits has declined, taxpayers should remain diligent about compliance and documentation.
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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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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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How Much Is Enough Protein for Seniors?

Posted on: August 28, 2025
Maintaining muscle mass, immune health and mobility hinges on proper protein intake. However, many older adults fall short without realizing it.
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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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Public-Service Retirees to Receive Additional Social Security Payment

Posted on: May 22, 2025
A long-overlooked benefit adjustment is finally offering some relief to public-service retirees impacted by decades-old Social Security rules.
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