A Living Will Should be Part of Your Estate Plan
The goal is to eliminate guesswork during what is already a stressful situation.
July 31, 2025
Prepare For When Your Special Needs Child Turns 18
Turning 18 is a major milestone – especially for children with disabilities – because it triggers critical changes in legal rights and parental responsibilities.
July 16, 2025
Avoid the Survivor’s Tax Penalty After the Death of a Spouse
Losing a spouse is emotionally devastating. However, many surviving partners also face an unexpected financial blow in the form of higher taxes.
June 30, 2025
Understanding the Essentials of Social Security Survivor Benefits
Survivor benefits can be complex, even if you don’t think you have a complicated financial situation.
June 4, 2025
Including Siblings in Estate Planning for a Child with Special Needs
Siblings often play a long-term role in the care of a family member with special needs—early inclusion in estate planning builds confidence, clarity and family unity.
May 22, 2025
Estate Planning for Single Dads
Single fathers face unique estate planning challenges. However, proactive legal and financial planning ensures their children’s future security.
April 23, 2025
Many Services a Special Needs Trust can Fund
A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.
February 17, 2025
Legal Planning is Important for the Sandwich Generation
Legal planning can protect your parents, prevent family disputes and bring peace of mind to beleaguered caretakers in the sandwich generation.
November 20, 2024
Proactive Legal Strategies for Cognitive Decline
Legal tools like power of attorney and healthcare directives are essential in forming a proactive legal strategy for cognitive decline.
November 13, 2024
Proper Estate Planning can Protect Couples with Big Age Gaps
Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.
October 30, 2024