The holidays are the perfect time to check in on aging parents. From safety and health to important estate planning documents, a little attention now can make a big difference. READ MORE
Monthly Archives:: December 2025
Got Retirement Savings? What the SECURE Act 2.0 Means for Your Family
Recent changes to retirement laws can dramatically affect what your loved ones inherit – and how much they lose to taxes. Many estate plans no longer work the way people expect. In this article, I explain what the SECURE Act 2.0 means for your retirement savings and why updating your plan now can protect your family from unnecessary stress, delays, and tax consequences. READ MORE
Three Essential Health Care Documents Everyone Should Have in 2026
Health care decisions are too important to leave to chance. In this article, I explain the three essential health care documents every adult should include in their estate plan in 2025—and how having the right documents in place can protect your wishes, reduce stress for your loved ones, and ensure your voice is heard even if you cannot speak for yourself. READ MORE
Accidental Death at 39: Here’s What You Need to Know
Accidents don’t wait for the “right time,” and Michael Duarte’s tragic passing at just 39 is a heartbreaking reminder of how quickly life can change. When a family loses someone unexpectedly, grief is only the beginning — the financial and legal fallout can be overwhelming without a plan in place. In this blog, I break down why estate planning isn’t just for older adults, what real protection looks like, and how you can spare your loved ones from chaos during the hardest moments of their lives. A Life & Legacy Plan ensures your family has clarity, support, and immediate access to what they need if the unthinkable happens. READ MORE
Estate Planning for Seniors: Clear Answers to Common Questions
Estate planning for seniors is about more than passing on assets – it’s about protecting your independence, planning for care, and giving your loved ones clear guidance. This blog answers common estate planning questions and explains how the right documents can provide peace of mind now and in the future. READ MORE
Caring for Aging Parents: How to Protect Relationships and Plan Ahead
When families come together to care for aging parents, old tensions often resurface and new conflicts emerge. The good news? You can prevent the same thing from happening to your own children. In this article, I walk you through the simple steps you can take now to protect your relationships, communicate your wishes clearly, and ensure your family has a plan that supports peac—not conflict—when it matters most. READ MORE
How to Protect Your Estate Plan From Challenges to Your Mental Capacity
Family conflict after a loved one passes is more common than most people realize — but it’s also completely preventable. In this blog, I explain how simple, thoughtful planning can protect your family’s relationships and keep peace at the center of your legacy. READ MORE