Planning for long-term care is one of the most important and often misunderstood parts of estate and elder law planning. One term that frequently comes up is the “5-year lookback period.” If you or a loved one may need extensive care in your home or in a nursing home in the future, understanding how this…
Gifting Powers and Self-Dealing: The Critical Details That Can Make or Break Your Power of Attorney A Power of Attorney is one of the most important legal documents in any estate plan. It allows you to appoint someone you trust to handle financial matters if you become unable to do so yourself. But not all…
What Is a Death Doula? As conversations around end-of-life planning become more open and proactive, many families are hearing a new term: death doula. While the concept may sound unfamiliar, the role itself is deeply rooted in compassion, presence, and support during one of life’s most meaningful transitions. A death doula, sometimes called an end-of-life…
In the wake of the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, the landscape for minimizing income taxes has changed, especially for individuals with significant retirement assets who intend to pass wealth to heirs. The SECURE Act reshaped how inherited retirement accounts are taxed, often accelerating income taxes for beneficiaries. As…
Every new year brings a fresh sense of possibility. We set goals, rethink priorities, and look for ways to feel more organized and in control. While many resolutions focus on health, finances, or career growth, one of the most impactful steps you can take in 2026 is also one of the most overlooked: getting your…
