Webinar: Making the Most of Your Retirement Assets
Join Bill Wilson of A/Z Wilson Estate Planning & Elder Law Estate Planning and Elder Law, LLC for a live webinar on making the most of your retirement assets. Learn about the key options for managing 401(k)s and other employer-sponsored retirement accounts, including rollovers, Roth conversions, and more. Mr. Wilson will also discuss how these important financial decisions can …
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How Does Modern Estate Planning Support Multi-Generational Families Today?
Today’s families have evolved. With longer lifespans and multiple generations often living together, the structure of a modern household has changed. This new dynamic calls for updated legal and financial planning. Standard wills alone rarely meet the needs of these complex family dynamics. By adapting your strategy to reflect current realities, you can protect your …
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May 2026 Special Needs Newsletter
Explore these featured articles from our May 2026 Special Needs Newsletter: Don’t Let DAC Benefits Disrupt Medicaid and SSI Who Are the Key Players in Special Needs Planning? Types of Disabilities: A Clear Guide ABLE Accounts for Housing Without Losing Benefits View Here
May 2026 Estate Planning Newsletter
Explore these featured articles from our May 2026 Estate Planning Newsletter: I’m Being Excluded From the Probate Process. What Do I Do? 9 FAQs for Agents Under a Power of Attorney How a Living Trust Protects Your Finances During Incapacity A Quick Guide on Contesting a Will View Here
May 2026 Elder Law Newsletter
Explore these featured articles from our May 2026 Elder Law Newsletter: Family Caregivers in the U.S. Divided by Gender, Birth Order New Research on Dementia Risk Factors, Screenings A New Push to Put Homeless Veterans Under Legal Guardianship Free Online Tools for Choosing Where to Retire View Here
What are the Differences Between Revocable and Irrevocable Trusts?
Establishing a trust offers a reliable method to handle your assets and provide for your family. Many individuals assume that drafting a simple will covers all necessary estate planning steps. However, trusts offer unique benefits that wills cannot match, such as avoiding the public probate process and offering specific parameters for asset distribution. When you …
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2026 Newsletter Q&A Spotlight
January 2026 Special Needs News and January 2026 Estate Planning & Elder Law News QUESTION OF THE MONTH: Q: I am fed up with going to my primary care doctor and feeling that he is rushing through a 10-minute exam. Is there a way I can get more personal service and still use my health insurance? …
How Long Does it Take to Settle an Estate?
Losing a loved one brings a wave of complicated emotions. While you are grieving, the responsibility of handling their final affairs often falls on your shoulders. Settling an estate is a challenging process that requires close attention to detail. When you are trying to heal, waiting for legal matters to resolve can feel stressful. Wilson …
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April 2026 Elder Law Newsletter
Explore these featured articles from our April 2026 Elder Law Newsletter: Can AI Robots Help Older Adults Live in Their Homes Longer? AARP Announces Its Top 100 Places to Live for Older Adults Do Medicare Benefits Cover Skilled Nursing Care? Digital Tools to Protect Older Adults From Financial Abuse View Here
April 2026 Estate Planning Newsletter
Explore these featured articles from our April 2026 Estate Planning Newsletter: Do Surviving Spouses Have Rights to a 401(k) or an IRA? Medical Aid-in-Dying and Estate Planning Why Estate Planning Is the Answer to Economic Uncertainty Seven Ways to Distribute Your Personal Property Fairly View Here