What is Life Care Planning?

Planning for the future is crucial, especially when it involves long-term health and financial stability. Life care planning is a comprehensive approach that helps individuals and families prepare for the medical, financial, and personal needs that may arise from aging, chronic illness, or a serious injury. This process offers a clear roadmap, ensuring that you …
December 2025 Estate Planning & Elder Law News

View Here Explore these featured articles from our December newsletter: Survey Highlights Inheritance Expectation Gap Protecting Loved Ones From Funeral Debt Probate Law: A Look Across States Private Equity and Nursing Homes: What Families Need to Know
What Are Spousal Social Security Benefits?

Planning for retirement involves many complex decisions. For married couples, understanding how Social Security works is a critical piece of the puzzle. While many people are familiar with retirement benefits based on their own work history, a lesser-known but equally important component is spousal benefits. These provisions are designed to provide financial support to a …
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September 2025 Estate Planning & Elder Law News

Explore these featured articles from our September newsletter: Approaching Retirement Age? View the Senior Happiness Index Pairing Medicare Coverage With Your Current Health Insurance How Charitable Remainder Trusts Fit into an Estate Plan Estate Planning and the Autopen Debate
Cohabiting Seniors: How Can You Protect Your Rights?

A growing number of seniors today are choosing to live together without getting married. For many, this arrangement makes financial sense. Cohabitation allows older adults to maintain benefits from previous marriages, avoid inheriting each other’s financial burdens and address concerns from adult children about their inheritance. However, cohabitation comes with its own set of legal …
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How Can I Talk to My Parents About Creating an Estate Plan?

Discussing estate planning with your parents may feel uncomfortable or even daunting, but it is one of the most meaningful conversations you can have to protect their legacy and ensure peace of mind for your entire family. Proper planning avoids misunderstandings, prevents legal complications and ensures that their wishes are honored in the future. At …
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Assisted Living vs. Nursing Homes: What’s the Difference? (Part 2)

While assisted living facilities may be best suited for older adults who need help focused on activities of daily living, nursing homes may be the right choice for those who have significant medical conditions requiring care throughout the day and evening. Nursing homes are a better fit for those with severe health needs as they …
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Debunking Common Myths Surrounding Retirement Plans

Are you confident in your understanding of how retirement plans work, especially when it comes to withdrawing your hard-earned money? It’s time to separate fact from fiction and clear up some widespread misconceptions. Let’s take a closer look: The belief that funds in a 401(k) are untouchable until retirement is incorrect. While generally, early withdrawals—before …
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Assisted Living vs. Nursing Homes: What’s the Difference? (Part 1)

Although assisted living facilities and nursing homes are both long-term options for housing and care for older adults, there are some differences between them and these two terms are not synonymous. For those considering the decision on where to live as they get older, it’s important to understand these differences. Assisted living communities and nursing …
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What Does Incapacitated Mean in Elder Law & Estate Planning? (Part 1)

You’ll likely come across the term “incapacitated” while planning with an attorney for your future and addressing challenges that may come along with aging. In this post, I’ll write about how incapacity is defined as well as what can cause it, and next week I’ll write about what this concept means in relation to elder …
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