Follow our attorney blog to stay up to date on issues related to estate planning and elder law. Whether you already have an estate plan in place or not, our blog will provide reminders of what you need to think about to make sure your plan will meet your needs and help you achieve your goals.
- Page 1
-
What the "One Big Beautiful Bill" Means for Retirement and Wealth PlanningThe OBBB introduces a wide range of tax law changes—from higher deductions to expanded savings incentives—that could significantly benefit retirees and those planning for retirement.
-
Holiday Planning: Incorporating Family Traditions into Estate PlansChatGPT said: The article shows how integrating family traditions, clear communication, and intentional gifting into estate planning can transform it from a legal process into a meaningful way to preserve connection across generations.
-
Inheriting a Home: The Hidden Financial Burdens for Your HeirsMany parents see the family home as a legacy, but without careful planning and open discussion, heirs may struggle with the financial and legal responsibilities of inheriting it.
-
What Does It Really Mean to Leave Someone Your Home?Your home is likely one of the most valuable assets you own, if not the most valuable.
-
The True Cost of Inheriting a HomeInheriting a home can bring hidden costs like taxes, insurance, and upkeep. Learn how financial planning lawyers help heirs manage obligations wisely.
-
12 Estate Planning Mistakes You Can’t Afford to MakeHere are 12 common estate planning blunders we see far too often - mistakes that can compromise your legacy and cause unnecessary stress for your loved ones.
-
Why Having a Will or a Trust Is Important for Your Estate PlanningCreating a will, a trust, or both is one of the most important steps you can take to protect your legacy and your loved ones. Read blog for more info!
-
From First Steps to Financial Independence: A Trust That Grows With Your ChildLearn how a financial planning attorney can help create a flexible trust that grows with your child, protects assets, and ensures long-term security.
-
Don’t Just Work on Your Golf Game—Work on Your Estate Plan TooJust like golf, estate planning requires strategy and flexibility. Learn how estate planning lawyers can help protect your legacy and loved ones. Read more!
-
Minimalism May Benefit Your Lifestyle and Finances—But Not Your Estate PlanMinimalism may simplify life, but not your estate plan. An estate planning lawyer ensures your family and assets are fully protected. Read blog for more!
-
Is Your Estate Plan Hiding an Income Tax Time Bomb?Protect your heirs from hidden income tax on inherited assets. Review your estate plan with an experienced attorney to safeguard your family’s legacy.
-
Surprise! Disinheriting Your Spouse Isn’t That SimpleDisinheriting a spouse isn’t simple. Learn how state laws affect inheritance and how estate planning lawyers can help protect your family’s interests.