November 13, 2025 •
Estate Planning 
When documents and account forms do not agree, the institution pays the beneficiary on file, not the person named in your will.
Read MoreNovember 12, 2025 •
Estate Planning 
Because so many aspects of modern life are managed online, laws have been enacted to protect how digital accounts are accessed during life and after death.
Read MoreNovember 7, 2025 •
Estate Planning 
Beyond not making a will at all, here are the biggest mistakes estate planning attorneys see clients make.
Read MoreNovember 6, 2025 •
Estate Planning 
It may sound like the plot for a blockbuster movie. However, it’s the real-life legacy of late Zappos founder Tony Hsieh.
Read MoreNovember 5, 2025 •
Estate Planning 
Your photos, messages and accounts can become locked boxes after you die; a simple plan turns them into gifts your family can actually open.
Read MoreNovember 4, 2025 •
Estate Planning 
A retired farmer has one child working on the farm, while a second child lives far away. The man thinks he doesn’t need a will because his situation is straightforward, and the children will work things out since they’re smart and respectful. This approach is asking for trouble on many different levels. The article, “If you’re relying on your kids to ‘just figure it out’ after you’re gone, here’s your wake-up call,” appearing in Tri State Alert, explains just how many problems this mindset can create. Even before addressing the distribution of assets, the family may face a long-term care…
Read MoreNovember 3, 2025 •
Estate Planning 
The names on your accounts can override your will, so accurate designations keep assets moving to the right people without delay.
Read MoreOctober 31, 2025 •
Estate Planning 
Estate planning is evolving rapidly, and staying informed about the latest trends is essential for protecting your assets and ensuring your wishes are carried out.
Read MoreOctober 30, 2025 •
Estate Planning 
Elder orphans are older adults who live without family support. They lack a spouse, partner or nearby children to assist them.
Read MoreOctober 29, 2025 •
Estate Planning 
A 401(k) can provide financial security in retirement, but careful planning is needed to ensure it also supports long-term care and elder needs.
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