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Resources

A clipboard displaying the parts of Medicare, accompanied by a stethoscope, illustrating the key elements of Medicare essential for estate planning and elder law.
Blog post

Medicare Is Not The Same As Medicaid

July 25, 2024
If you are approaching retirement, you may worry about paying for medical expenses once you leave the workforce. The good…
A joyful woman holds up keys while sitting in a new convertible, symbolizing the excitement of receiving an inheritance and the importance of making informed decisions in estate planning and elder law matters.
Blog post

7 Common Mistakes to Avoid When Receiving an Inheritance

July 22, 2024
The period following the death of a loved one can be an emotional time. Dealing with death and receiving an…
An empty nursing home patient room with two beds, reflecting challenges in nursing home evictions and the importance of understanding elder law rights.
Blog post

Nursing Home Eviction After You’ve Been in the Hospital

July 19, 2024
Nursing home evictions are a significant problem in the United States. Between staffing issues and the rising need for long-term…
Retired senior couple sitting on a sofa at home, symbolizing the diverse needs and considerations highlighted in a report on older Americans, including insights relevant to estate planning and elder law.
Blog post

Report Shows Spectrum of Needs Among Older Americans

July 15, 2024
Understanding the nation’s latest data on older adults can aid policymakers and advocates for those 65 and older in responding…
A mother and son stand behind the counter of their bakery, symbolizing family business owners who need to consider estate planning and succession strategies to secure their business's future.
Blog post

Estate Planning for Entrepreneurs and Business Owners

July 12, 2024
Success in business requires planning, commitment, and a strategic approach. Many new businesses take at least two or three years…
An elderly woman sits at a desk in an office, signing a legal document, illustrating the role of a durable power of attorney in estate planning and avoiding guardianship.
Blog post

Avoid Guardianship With a Durable Power of Attorney

July 8, 2024
A guardianship or conservatorship protects the interests of an adult who can no longer make decisions for themselves. A guardian…
Close-up of a person signing a form related to beneficiary designations, highlighting the importance of matching these designations with an estate plan for elder law and asset management.
Blog post

Make Sure Your Beneficiary Designations Match Your Estate Plan

June 30, 2024
Some assets pass outside of probate and allow you to designate who will receive them after your death. It is…
Close-up of a hand signing legal documents related to funding a revocable trust, emphasizing the importance of transferring assets into the trust for effective estate planning.
Blog post

Don’t Forget to Fund Your Revocable Trust

June 28, 2024
Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do…
Image depicting estate planning documents on a table, emphasizing the importance and benefits of creating an estate plan for individuals of all ages and financial backgrounds.
Blog post

11 Reasons You Need to Create an Estate Plan

June 17, 2024
Many people think estate plans are only for the very wealthy seeking tax benefits, or they delay creating one because…
Pink piggy bank with stethoscope and red heart on a wooden table, representing the connection between healthcare expenses and financial planning in the context of Medicare tax.
Blog post

What You Should Know About the Medicare Tax

June 10, 2024
You may have seen the Medicare tax listed on your paycheck stubs or on your income tax return filings and…
Estate planning for U.S. citizens living in France involves navigating complex legal and tax systems, highlighting the importance of understanding wills, trusts, and cross-border regulations.
Blog post

Estate Planning for U.S. Citizens Living in France

June 10, 2024
Transitioning to life in France as a U.S. citizen is an adventurous and rewarding experience. However, the complexities of estate…
A young woman lovingly embraces her elderly mother, illustrating the familial bond and support amidst discussions on the financial implications of long-term care and estate planning in elder law.
Blog post

The Costs of the Rising Cost of Long-Term Care

June 6, 2024
Do you have a family member who is receiving some form of long-term care? If you don’t, the chances are…

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