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Leaving a Legacy Through Testamentary Gifts
Estate planning is more than an opportunity to pass assets to loved ones; it is also a way to leave a lasting…
February is National Senior Independence Month—Are You Prepared?
February is National Senior Independence Month, a reminder of the importance of maintaining autonomy and quality of life as we age. One…
How to Protect Your Senior Parents from Phone Scams
Phone scams are one of the most common ways scammers target seniors. Fraudsters use fear, urgency, and deception to trick older adults…
What If You Took a Month Off?
Have you ever stopped to wonder what would happen if you stepped away for a month? No work, no errands, no managing…
Choosing the Right Attorney for Your Estate Plan: Why Specialization Matters
Planning for the future is about making sure your loved ones are cared for and your wishes are honored. While it might…
Picking a Long-Term Care Facility for a Loved One with Dementia
Deciding on a long-term care facility for a loved one with dementia (a general term for a decline in the mental ability…
How Can My Estate Plan Help My Child with Special Needs?
A Special Needs Trust or Supplemental Needs Trust (SNT) can be a powerful way to incorporate in your estate plan to make…
Preserving the Past: How to Protect Sentimental Items in Your Estate Plan
When creating an estate plan, we often focus on protecting wealth or securing a legacy. One thing that is easy to overlook…
When Your Kids Are Not Ready for an Inheritance: Smart Estate Planning Strategies
Planning for the future is about more than deciding who gets your assets—it is about ensuring your legacy is managed responsibly and…
Estate Planning: A Gift That Lasts Beyond the Holidays
The holidays are a time to come together with loved ones, share traditions, and create memories that last a lifetime. But let’s…
