Elder Law & Estate Planning
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02
03, 2025
A laptop on a wooden desk next to a stack of colorful folders and a potted plant, symbolizing the process of organizing and revising estate planning documents.

Spring Cleaning for Your Estate Plan: Review and Revise

March 2, 2025
Spring is seen as a time for cleaning and renewal. It can also be the perfect time to review your estate plan and see if it needs revising. There are many reasons to revise an estate plan, including changes in…
01
03, 2025
An underwater scene featuring a thriving coral reef with a variety of colorful fish swimming among vibrant coral formations.

Green Burials, Eternal Reefs, and Your Estate Plan

March 1, 2025
Burial and body disposition practices have evolved with civilization, reflecting shifts in cultural values, religious beliefs, environmental awareness, and technological advancements. From traditional burials rooted in religious customs to emerging eco-friendly methods, the journey of how we handle the deceased…
27
02, 2025
A 3D illustration of a gold Bitcoin design acting as a key, fitting into a matching puzzle piece against a metallic puzzle background, representing crypto asset security and estate planning.

Estate Planning for Crypto Assets

February 27, 2025
With the growing popularity of cryptocurrencies, more individuals are adding digital assets such as Bitcoin, Ethereum, and various other tokens to their investment portfolios. While these assets can offer exciting opportunities for growth, they also create unique estate planning challenges.…
24
02, 2025

Understanding Medicaid & Long-Term Care Planning

February 24, 2025
Long-term care has become one of the most pressing concerns for individuals and families as they plan for retirement and beyond. The potential costs of nursing homes, assisted living facilities, or in-home care can deplete savings and assets relatively quickly…
21
02, 2025

Wills vs. Trusts: Which Is Right for You?

February 21, 2025
When planning for the future, many people find themselves weighing the benefits of a will vs. trust. Both are cornerstones of estate planning and serve to protect your assets and beneficiaries. However, they function differently and can produce distinct outcomes…
20
02, 2025

Wendy Williams Case Shines Spotlight on Guardianships

February 20, 2025
The recent guardianship struggles of Wendy Williams, former radio personality and talk show host for The Wendy Williams Show, and the previous conservatorship lawsuit involving pop star Britney Spears have brought significant attention to the complexities and potential pitfalls of…
17
01, 2025
Close-up of an older adult’s hands joined by younger hands, reflecting the concept of multi-generational trust, unity, and wealth preservation.

Building Multigenerational Wealth with a Living Trust

January 17, 2025
Many families dream of leaving a legacy that supports not only their children but also future generations. Whether you’re starting with a modest estate or have already achieved substantial wealth, creating a trust rather than relying solely on a simple…
13
01, 2025
Newly graduated student hugging parents, illustrating the significance of a Power of Attorney once a child turns 18.

Why Children Turning 18 Must Have a Power of Attorney

January 13, 2025
When a child turns 18, they officially reach adulthood in the eyes of the law. This milestone often brings excitement and newfound independence, but it also comes with responsibilities that many families overlook. One key aspect of this transition is…
28
12, 2024
A clear pitcher pours water into a glass, causing it to overflow against a vibrant green background, illustrating how an estate can exceed tax limits if not carefully managed.

How Your Inheritance Could Push Your Children Over the Estate Tax Threshold

December 28, 2024
Estate planning might not be top of mind if you believe your overall net worth is below the federal estate tax exclusion amount, which, in recent years, has been relatively high. However, it’s important to look beyond your own assets…
28
12, 2024
A Power of Attorney document partially visible in a brown envelope, symbolizing legal authority and incapacity planning.

Why a Revocable Living Trust May Be Better for Incapacity Planning Than a Power of Attorney

December 28, 2024
If you have ever tried to help a family member manage their finances after they became unable to handle them on their own, you already understand the challenges that can arise. While a Power of Attorney (POA) is often touted…

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