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Recent 100 Posts:

• What My Younger Self Would Think of Me Today
• April Showers Bring May Flowers: Planning for Life’s Unexpected Storms
• Preparing for High School Graduation: Estate Planning for Young Adults
• The Role of a Caregiver in Estate Planning for Someone with Parkinson’s
• Take the Shot
• The Link Between Estate Planning and Elder Care Planning – How Aging Life Care Professionals Can Assist
• 5 Signs You Need an Estate Plan Now (Even If You Think You Don’t)
• What to Do If a Family Member Disagrees with Your Estate Plan – Managing Potential Disputes
• New California Laws in 2025: What You Need to Know for Your Estate, Business, and Family
• The Key to Having Better Birthdays
• How an Advanced Healthcare Directive Honors Your Voice and Your Wishes
• How to Utilize Your Healthcare Directive in an Emergency: What Your Agents Should Know
• Protecting Your Young Adult: Estate Planning Essentials for Parents
• How to Choose a Caregiver and Plan for Long-Term Care in Advance
• The Luckiest Gift: A Young Adult Emergency Plan for Your College-Aged Child
• The Estate Tax Sunset in 2026: Why Proactive Planning Matters
• You Get to Do This Life
• Planning for the Unthinkable: Essential Tools for Parents of Minor Children
• AB Trusts—Do You Need to Get Rid of Yours?
• 3 Asset Protection Tips You Can Use Now
• Successor Trustee 101: Their Crucial Role in Managing Your Trust
• Can Love (or Greed) Break a Trust? How to Prevent Disputes After You’re Gone
• How to Avoid Social Security Scams: Protecting Yourself from Fraudsters
• The Joy in the Little Things (Like a Coffee Mug and a Thoughtful Friend)
• Turns Out, Luck Isn’t What I Thought It Was
• Dado Diaries: Striving to Be More Like My Kids
• Estate Planning Through the Ages: How Your Plan Should Evolve Over Time
• The Fine Line Between Caregiving and Financial Abuse: How Estate Planning Helps Protect Seniors
• Your Estate Plan, Your Story: What Will Yours Say?
• Estate Planning That Expresses Who You Are: 5 Things to Talk About with Your Family 
• Important Legacy Questions You Should Answer in Your Estate Plan
• Did Matthew Perry get his estate planning right? The answer might surprise you.
• Four Key Medicare 2025 Changes You Need to Know
• New Law Supports Home Care, Caregivers for Military Veterans
• The Social Security Fairness Act: Will It Affect You?
• Game Plan for the Big Day: Why Estate Planning Is the Super Bowl of Financial Security
• Presidents’ Day & Legacy Lessons
• Estate Planning as an Act of Love: A Thoughtful Valentine’s Day Gift
• Be Careful Relying on Life Insurance to Provide for Loved Ones
• HIPAA: An Overview for Young Adults
• Why Now is the Perfect Time for an Insurance Audit in Your Estate Planning
• Start the Year with Strategic Tax Planning for Your Estate
• Estate Planning Fire Drill: What You Need to Have Ready in Case of an Emergency
• Estate Planning for Blended Families: How to Find Harmony and Protect Your Loved Ones
• Handling a Loved One’s Debts After They Die
• Does Your Revocable Living Trust Reduce Your Federal Estate Tax Bill?
• Estate Planning During Life Transitions: Marriage, Divorce, and Parenthood
• Beyond Algorithms: The Irreplaceable Value of Human Touch in Estate Planning
• The Importance of Digital Assets in Modern Estate Planning
• Protecting Your Digital Assets: Estate Planning and Avoiding Holiday Scams
• Top 5 Advantages of Establishing a Living Trust 
• Is it Time to Let Go of Those Old Documents? 
• Add An Estate Plan to Your Christmas List 
• Who Needs a Special Needs Trust?
• Be Careful Relying on Life Insurance to Provide for Loved Ones
• Happy 18th Birthday! Now What?
• Recognizing and Supporting Family Caregivers in Estate Planning
• Gratitude and Legacy: Giving Thanks Through Estate Planning
• Year-End Estate Planning: Key Steps to Protect Your Family and Assets
• How to Discuss Your Estate Plan with Your Family During the Holidays
• What I Learned from My Rock N’ Roll Neighbor
• Have You Checked Your Beneficiary Designations Lately?
• How to Tackle the Busiest Season of the Year
• The Corporate Transparency Act: What It Means for Terminated Businesses
• Should Your Child’s Guardian and Trustee Be the Same Person?
• Don’t Let Your Estate Plan Go Up in Smoke
• The Power of Purpose: Unveiling the Impact of Charitable Giving
• Should You Share Your Estate Planning Details With Loved Ones?
• Can Artificial Intelligence Programs Write Basic Estate Planning Documents?
• How to Pick a Trustee, Executor, and Agent under a Power of Attorney
• Won’t My Spouse and Kids Inherit Everything When I Die?
• Four Things Your Spouse Should Know Before You Die
• Will My Revocable Living Trust Avoid Probate? It Depends.
• Understanding the Corporate Transparency Act
• 3 Tips for Every New Homeowner
• How to Make Your Inheritance Last
• Pros and Cons: Naming Many Residuary Beneficiaries
• 5 Essential Legal Documents You Need for Incapacity Planning
• Estate Planning: Are Pensions Like Other Retirement Accounts?
• What’s Next for Your Estate Plan?
• Estate Planning: Setting Your Priorities Straight
• What Real Estate Owners Don’t Know Can Hurt Them
• The Perils of Joint Property
• How Are My Business Documents Relevant to My Estate Plan?
• Don’t Wait for the Perfect Wave
• Embrace Responsibility and Light the Way Forward
• Estate Sunset for 2026: What You Need to Know
• New Laws for Small Business Owners
• The Rising Cost of Long-Term Care
• Mid-Year Check-Up: Is Your Estate Plan on Track?
• Every Parent’s Legal Checklist to Complete Before Sending Your Young Adult Off to College
• 10 Must Do’s Before You Leave For Vacation
• Which life events that require an immediate estate plan update?
• Sharing Financial and Legal Information with Your Family
• Who Will Inherit Your Financial Wisdom?
• A Celebration of New Beginnings
• 6 Tips for Caring for Elderly Parents
• Trustee Training: Educating Your Successor Trustee
•  Securing Your Estate with a Declaration of Capacity
•  Is “Aging in Place” Right for Me?