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  • Who We Are
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    • Community Engagement
    • Our Commitment to Equity and Inclusion
  • What We Do
    • Estate Planning
    • Revocable Living Trusts
    • Wills
    • Special Needs Planning
    • Powers of Attorney and Healthcare Documents
    • Medicaid
    • Trust Administration
    • Probate
    • Long-Term Care Insurance Appeals
    • Advanced Estate Planning
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      • Estate and Gift Tax Figures
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  • Why We Do It
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    • Webinar on Estate Planning
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Home » Estate Planning » Page 9
Photo of mother speaking with grown daughter to illustrate the talking to family about estate plan.

5 Things You Should Discuss with Your Family When Creating Your Estate Plan

Estate planning isn’t just about deciding who inherits what—it’s an opportunity to have meaningful discussions with your family about your … [Read more...] about 5 Things You Should Discuss with Your Family When Creating Your Estate Plan

Date: March 14, 2025 Category: Estate Planning

Photo of an woman with her elderly mother to illustrate the importance of planning for aging parents

Planning for Aging Parents: Legal Steps You Should Take Now

As your parents age, concerns about their health, finances, and long-term care can become overwhelming. Without proper planning, families … [Read more...] about Planning for Aging Parents: Legal Steps You Should Take Now

Date: March 4, 2025 Category: Elder Law, Estate Planning, Retirement Planning

Photo of a family enjoying time together to illustrate the title Honoring Black History Month: The Role of Estate Planning in Closing the Wealth Gap

Honoring Black History Month: The Role of Estate Planning in Closing the Racial Wealth Gap

As we celebrate Black History Month, this is an opportunity to focus on strategies that can shape a more equitable future. One such strategy … [Read more...] about Honoring Black History Month: The Role of Estate Planning in Closing the Racial Wealth Gap

Date: February 17, 2025 Category: Estate Planning, General

A Legacy of Love: Estate Planning for Grandparents

A Legacy of Love: Estate Planning for Grandparents

For many, becoming a grandparent is one of life’s greatest joys. Beyond the cherished moments spent together, grandparents often wish to … [Read more...] about A Legacy of Love: Estate Planning for Grandparents

Date: February 11, 2025 Category: Estate Planning, General, Provisions for Children, Trusts

navigating guardianship decisions for minor children

Navigating Guardianship Decisions for Minor Children: Why Parents Should Plan Now

As a parent, one of your key jobs is to make sure your children are cared for in every situation. While we hope you’re never in a position … [Read more...] about Navigating Guardianship Decisions for Minor Children: Why Parents Should Plan Now

Date: January 30, 2025 Category: Estate Planning, General, Provisions for Children

keep your estate plan up to date as life changes

How to Keep Your Estate Plan Up to Date when Life Changes

Life is full of changes, and your estate plan should reflect them. Whether it’s a marriage, a new child, or retirement, significant life … [Read more...] about How to Keep Your Estate Plan Up to Date when Life Changes

Date: January 27, 2025 Category: Estate Planning, General, Trusts

Common Estate Planning Mistakes

8 Common Estate Planning Mistakes and How to Avoid Them in 2025

Estate planning is essential for protecting your assets and ensuring your wishes are honored. Unfortunately, even well-intentioned plans can … [Read more...] about 8 Common Estate Planning Mistakes and How to Avoid Them in 2025

Date: January 24, 2025 Category: Estate Planning, General

3 resolutions for estate planning in 2025

3 Estate Planning Resolutions in 2025

As we start a new year, it's a great time to think about how your estate plan fits with your life and goals. A thoughtful estate plan is … [Read more...] about 3 Estate Planning Resolutions in 2025

Date: January 22, 2025 Category: Estate Planning, General

Power of Attorney documents make sure someone you trust will handle your financial, legal, and healthcare decisions.

Why Power of Attorney Documents Are Essential in 2025

In just the first few weeks of this year, we’ve already seen a number of accidents and crimes that drive home the uncomfortable truth that … [Read more...] about Why Power of Attorney Documents Are Essential in 2025

Date: January 20, 2025 Category: Estate Planning, General, GPOA, Power of Attorney

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