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Estate Planning Blog

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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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Avoid Investment and Employment Scams

Posted on: May 1, 2025
Financial scammers often target older adults and retirees with offers that seem too good to pass up—knowing how to spot and avoid these schemes can protect your savings and peace of mind.
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Is Your Estate Plan Ready for 2025 and the Potential Changes it May Bring?

Posted on: December 27, 2024
While retirement policy is always in flux, the outlook shaping up for 2025 is particularly dynamic.
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Tax Deductions

Tax Deductions for Seniors Only

Posted on: December 27, 2023
There are a host of tax breaks available to retirees and older Americans. However, they’re easy to miss.
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