Case Studies

Just like preparing for one of nature’s storms, estate planning can help you weather life’s unexpected “storms.” Think of your will as your emergency evacuation plan. This legal document ensures that your belongings are allocated according to your wishes, providing...

Weathering Life’s Storms

An estate plan has quite a bit in common with a symphony orchestra, with each component playing a crucial role in creating a harmonious legacy. Just as every instrument contributes to the orchestra's melody, each element of your estate plan collaborates to compose a unified and orchestrated future for your loved ones.

Creating Your Estate Planning Symphony

A well-drafted estate plan can help ensure that your loved one with special needs has financial protection and continued support.

Making a Will Can Protect Your Child With Special Needs

Mental disabilities take many forms, and not all of them affect a person with special needs’ ability to make decisions. In fact, although many, if not most, people with either mental illness or some form of cognitive disability may require...

Most Adults With Special Needs Require Estate Planning Documents

Much like crafting a balanced diet, establishing a healthy estate plan involves a mix of essential components, thoughtful choices, and proactive measures.

How Healthy Is Your Estate Plan?

Planning for the future well-being of an adult child with disabilities is, an ongoing process.

Building an Estate Plan for Adult Children with Disabilities

A special needs trust is set up for a person with special needs to supplement any benefits that person may receive from government programs. A properly drafted special needs trust will allow the beneficiary to receive government benefits while still...

What’s a Special Needs Trust For?

As your child prepares for the exciting journey of college life, don't forget to equip them with the necessary paperwork. These essential documents ensure their safety, privacy, and well-being during their college years.

Essential Papers Every College-Bound Student Should Have

There are nearly one million U.S. households in which an adult with intellectual or developmental disabilities is living with caregivers 60 or older. Nationwide, half of caregivers are older than 50, and 10% are 75 or older. According to a...

The Benefits of Special Needs Trusts

Have you ever considered what happens to your digital assets when you pass away? It's crucial to understand the importance of including your digital assets in your estate plan, just like creating a will or trust.

Safeguard Your Digital Legacy

Undue Influence is when someone pressures another in such a way that the person being influenced is not acting by their own free will; they are being coerced into taking a certain action.

What is Undue Influence?

Between work, school and after-school activities, young families have a lot on their plates. And new parents are occupied with diapers, feeding schedules and getting a good night’s sleep. It’s hard to think about the future when you’re so focused...

Why Young Families Should Consider an Estate Plan

President Biden announced that the official Public Health Emergency (PHE) caused by COVID-19 will end on May 11, 2023. What are the ramifications of this change for seniors?

What Does the End of the Public Health Emergency Mean for Seniors?

When faced with a terminal illness or condition, more people than ever are choosing hospice care over starting or continuing expensive medical treatments. Hospice care is for patients who choose not to

The Basics of Hospice Care

It's important to take steps to protect your estate plan from the possibility of increasing inflation

Estate Planning During Inflation

Wills should not exclude children who were born prior to a marriage or placed for adoption.

Wills & Heirs

Don't leave your estate to the state. Make your wishes known.

Estate Planning

Just because you can write out your own will, doesn’t mean you should.

Handwritten Wills

Protecting the elderly from financial exploitation.

Elder Exploitation

You should never be married to more than one person at a time.

Divorce and Probate

Don't write someone's will if you are a benefeciary

Wills & Beneficiaries