Read Our Newsletter

In this Issue:

• DIY Estate Planning: Where Online Documents Fall Apart
• What the One Big Beautiful Bill Act Means for Your Estate Plan
• Personal Note

In this Issue:

• The Hidden Risk of “Convenience Accounts”
• Medicaid Planning for the Childless Client
• Personal Note

In this Issue:

• House-Rich Cash-Poor: The Estate Planning Problem Rarely Talked About
• When Adult Children Shouldn’t Serve as Trustees
• Personal Note

In this Issue:

• Safeguarding Your Legacy in a Changing Economy
• Medical Directives Families Actually Follow
• Personal Note

In this Issue:

• Secure act 2.0: What’s Working and What’s Not
• Understanding the Tax Impact of Non-Citizen Spouses in Estate Planning
• Personal Note

In this Issue:

• Aging at Home: Practical Choices as the Silver Tsunami Arrives
• How Seniors Are Adapting to Digital Health Care
• Personal Note

In this Issue:

• State Rules Matter: Why Medicaid Planning is Not One-Size Fits All
• The Role of Portability in Estate Tax Planning
• Personal Note

In this Issue:

• The Myth of the “Simple Will” in a Complex World
• The “Big Beautiful Bill”: What It Could Mean for Your Long-Term Care Planning
• Personal Note

In this Issue:

• Blended Families, Big Decisions
• Estate Planning Meets Medicaid: A Strategy for Long-Term Care
• Personal Note

In this Issue:

• Understanding Medicaid’s Look-Back Rule: What Every Family Should Know
• How to Protect Generational Wealth: Why Now Is the Time to Plan for What You’ve Built
• A Personal Note From Kimberly

In this Issue:

• Navigating Business Succession Planning
• Should You Put Your Car in a Trust?
• Personal Note

In this Issue:

• Is Long-Term Care Insurance Right for You?
• Beneficiary Designations: Why Keeping Them Updated Matters
• A Personal Note from Kimberly

In this Issue:

• Using Life Insurance to Meet Your Estate Planning Goals
• Incorporating Cultural Beliefs into Your Estate Planning
• Personal Note

In this Issue:

• AI and Aging: How Artificial Intelligence is Transforming Elder Care
• Considering the Legalities of Retirement Abroad
• A Personal Note from Kimberly

In this Issue:

• What is a Pour-Over Will and How is It Used?
• Finding the Right Nursing Home: Don’t Rely Entirely on the Five-Star Quality Rating System
• The New Year is a Great Time to Review Your Estate Plan
• A Personal Note From Kimberly

In this Issue:

• National Family Caregivers Month Reminds Us that Caregivers Need Help to Avoid Burnout
• Estate Planning for Couples Marrying Later in Life
• A Personal Note From Kimberly

In this Issue:

• A New Treatment for Alzheimer’s Disease and the Controversy Surrounding It
• A Change to the Rules Governing Reverse Mortgages Provides Greater Protection for Non-Borrowing Spouses
• A Personal Note From Kimberly

In this Issue:

• Should You Be Concerned About Changes to the Step-up in Basis?
• Myths and Misconceptions about Probate
• A Personal Note From Kimberly

In this Issue:

• Do You Need A Trust?
• If You’re Thinking About Downsizing Your Home In Retirement, Avoid These Common Mistakes
• A Personal Note From Kimberly

In this Issue:

• 10 Ways To Maximize Your Social Security Benefits
• How to Avoid COVID-19 Scams
• A Personal Note From Kimberly

In this issue

• As Part of National Family Caregivers Month, Caregivers Should Remember to Care for Themselves
• iving to Charity Wisely During the Holidays
• APersonalNoteFrom Kimberly

In this Issue:

• Is There a Difference Between a Special Needs Trust and a Supplemental Needs Trust?
• The Benefits and Importance of Designating Beneficiaries in Your Retirement and Other Accounts
• A Personal Note From Kimberly

In this issue

• 10ReasonsToUpdate Your Will
• EarlyWarningSignsof Alzheimer’s Disease
• APersonalNoteFrom Kimberly

In this issue

• Planning Documents Every Family Needs… Now More than Ever
• Estate Planning Challenges For Owners Of Vacation Homes
• Estate Planning For Young Families
• A Personal Note From Kimberly

In this issue

• CommonMisconceptions About Revocable Living Trusts
• HowtheCARESActImpacts Retirement, Tax, and Estate Planning
• APersonalNoteFrom Kimberly.

In this issue

• How The SECURE Act Will Impact Retirement And Estate Planning
• Roth IRAs Are Remarkably Flexible Retirement Planning Tools
• A Personal Note From Kimberly

In this issue

• PlanningforAlzheimer’s Disease and Other Forms of Dementia
• TheGiftthatLastsaLifetime:A College Education
• APersonalNoteFrom Kimberly.