As we approach 2025, now is the perfect time to review your estate plan. Changes in laws, family dynamics, or financial circumstances can leave your plan outdated or ineffective. Whether you’ve just started thinking about estate planning or already have…
A dementia diagnosis can feel overwhelming—for the individual diagnosed and for their loved ones. Questions about care, finances, and the future often come rushing in, leaving families unsure of where to begin. The good news is that with proactive planning,…
Life is full of unexpected twists, and while we can’t always predict the future, we can plan for it. Imagine this: you’re unable to make decisions about your health or finances due to an illness or injury. Who will step…
Does having more money lead to greater happiness? Some people will say yes, and others will say no. The answer is actually more nuanced. The effect income has on happiness can vary greatly depending on factors such as how much…
When it comes to securing your legacy and ensuring your loved ones are cared for, trusts are one of the most powerful tools in estate planning. Whether you're looking to avoid probate, reduce taxes, or protect assets, a trust can…
When it comes to life insurance policies, naming a beneficiary is more than just a formality—it’s a crucial step to ensure your loved ones are protected and avoid unnecessary complications in the future. For blended families, this choice can be…
Dear Valued Clients, As we approach the season of gratitude and reflection, I want to take a moment to personally thank you for the trust you have placed in our firm. For nearly 35 years, it has been our privilege…
Aging brings a unique set of challenges, from navigating healthcare options to protecting financial assets and ensuring long-term care needs are met. When it comes to securing a sound future, the guidance of a specialized professional—an elder law attorney—can be…
Communicating with someone who has Alzheimer’s disease or dementia presents unique challenges. This is because their brain does not process information the same way as a healthy brain. Caregivers, already juggling numerous responsibilities, may not initially realize that effective communication…
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025. Annual Gift Tax Exclusion Effective January 1, 2025, you will be able to make individual gifts of up to $19,000 in the calendar year…