Elder Law & Estate Planning Blog

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We help you plan and prepare for life’s curveballs while providing peace of mind for a lifetime. 

The Most Common Disruptions Faced by Seniors in Retirement

Retirement is a phase of life that many Americans eagerly anticipate, envisioning a time of relaxation and enjoyment. However, unforeseen challenges can disrupt this ideal retirement scenario. In a recent survey conducted by Edward Jones, nearly half of today’s retirees admitted to experiencing unexpected surprises and difficulties. Let’s look at the most common disruptions faced by seniors in retirement and

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What to do if your Loved One May be a Victim of Fraud

The elderly are at an exceptionally high risk of falling victim to scams. Last year, over $5.8 billion in consumer fraud was recorded, and older Americans lost the most on a per-case basis. Fraudsters and scammers are skilled at identifying vulnerable populations and plan their attacks accordingly. It is no surprise that older Americans are targeted and viewed as “vulnerable.”

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What if My Partner Dies and We’re not Married?

More and more people are making a choice not to get married. Regardless, these couples often ask, “what happens if my partner dies and we’re not married?” Planning for life together without the legal protection of marriage means having an estate plan is even more critical. Here are a few tips to get you started: Start with a Last Will

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What is a Holographic Will and is it legal?

Most people don’t like to think about creating a will. However, waiting until the last minute can result in not having any end-of-life security. Even worse, it could force you to try cutting corners and make you think you are prepared when you aren’t. One such manner of cutting corners is not using an attorney. Generally, when you write your

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Stress Test Your Estate Plan

So you have done the hard work of establishing an estate plan. Good for you! However, you still have serious work to do to ensure that the strategy you have selected will maximize your peace of mind and protect your legacy. Estate plans should be like living, breathing creations that reflect the changes in your life. Your life can and

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Whether you need to create or update your estate plan, prepare for long-term care, qualify for Medicaid to pay for a nursing home, or help settling a loved one’s estate, we’ve got you covered.

Contact us or attend one of our free workshops and take the first step toward securing your future and the well-being of your family.

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