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Lawyer for Life - Second Quarter 2026

In this issue

• DIY Estate Planning: Where Online Documents Fall Apart
• What the One Big Beautiful Bill Act Means for Your Estate Plan
• Personal Note

Smart Aging Update - Second Quarter 2026

In this issue

• The Hidden Risk of “Convenience Accounts”
• Medicaid Planning for the Childless Client
• Personal Note

Lawyer for Life - First Quarter 2026

In this issue

• House-Rich Cash-Poor: The Estate Planning Problem Rarely Talked About
• When Adult Children Shouldn’t Serve as Trustees
• Personal Note

Smart Aging Update - First Quarter 2026

In this issue

• Safeguarding Your Legacy in a Changing Economy
• Medical Directives Families Actually Follow
• Personal Note

Lawyer for Life - Fourth Quarter 2025

In this issue

• SECURE Act 2.0: What’s Working and What’s Not
• Understanding the Tax Impact of Non-Citizen Spouses in Estate Planning
• Personal Note

Smart Aging Update - Fourth Quarter 2025

In this issue

• Aging at Home: Practical Choices as the Silver Tsunami Arrives
• How Seniors Are Adapting to Digital Health Care
• Personal Note

Lawyer for Life - Third Quarter 2025

In this issue

• State Rules Matter: Why Medicaid Planning is Not One-Size Fits All
• The Role of Portability in Estate Tax Planning
• Personal Note

Smart Aging Update - Third Quarter 2025

In this issue

• The Myth of the “Simple Will” in a Complex World
• The “Big Beautiful Bill”: What It Could Mean for Your Long-Term Care Planning
• Personal Note

Lawyer for Life - Second Quarter 2025

In this issue

• Blended Families, Big Decisions
• Estate Planning Meets Medicaid: A Strategy for Long-Term Care
• Personal Note

Smart Aging Update - Second Quarter 2025

In this issue

• Understanding Medicaid’s Look-Back Rule: What Every Family Should Know
• How to Protect Generational Wealth: Why Now Is the Time to Plan for What You’ve Built
• A Personal Note From Kimberly

Lawyer for Life - First Quarter 2025

In this issue

• Navigating Business Succession Planning
• Should You Put Your Car in a Trust?
• Personal Note

Smart Aging Update - First Quarter 2025

In this issue

• Is Long-Term Care Insurance Right for You?
• Beneficiary Designations: Why Keeping Them Updated Matters
• A Personal Note from Kimberly

Lawyer for Life - Third Quarter 2024

In this issue

• Using Life Insurance to Meet Your Estate Planning Goals
• Incorporating Cultural Beliefs into Your Estate Planning
• Personal Note

Smart Aging Update - Third Quarter 2024

In this issue

• AI and Aging: How Artificial Intelligence is Transforming Elder Care
• Considering the Legalities of Retirement Abroad
• A Personal Note from Kimberly

Smart Aging Update - First Quarter 2022

In this issue

• What is a Pour-Over Will and How is It Used?
• Finding the Right Nursing Home: Don’t Rely Entirely on the Five-Star Quality Rating System
• The New Year is a Great Time to Review Your Estate Plan
• A Personal Note From Kimberly

Smart Aging Update - Fourth Quarter 2021

In this issue

• National Family Caregivers Month Reminds Us that Caregivers Need Help to Avoid Burnout
• Estate Planning for Couples Marrying Later in Life
• A Personal Note From Kimberly

Smart Aging Update - Third Quarter 2021

In this issue

• A New Treatment for Alzheimer’s Disease and the Controversy Surrounding It
• A Change to the Rules Governing Reverse Mortgages Provides Greater Protection for Non-Borrowing Spouses
• A Personal Note From Kimberly

Smart Aging - Second Quarter 2021

In this issue

• Should You Be Concerned About Changes to the Step-up in Basis?
• Myths and Misconceptions about Probate
• A Personal Note From Kimberly

Lawyer for Life – 2021 2nd Quarter

In this issue

• Do You Need A Trust?
• If You’re Thinking About Downsizing Your Home In Retirement, Avoid These Common Mistakes
• A Personal Note From Kimberly

Lawyer for Life – Fourth Quarter 2020

In this issue

• 10 Ways To Maximize Your Social Security Benefits
• How to Avoid COVID-19 Scams
• A Personal Note From Kimberly

Smart Aging - Fourth Quarter 2020

In this issue

• As Part of National Family Caregivers Month, Caregivers Should Remember to Care for Themselves
• Giving to Charity Wisely During the Holidays
• A Personal Note From Kimberly

Lawyer for Life – Third Quarter 2020

In this issue

• Is There a Difference Between a Special Needs Trust and a Supplemental Needs Trust?
• The Benefits and Importance of Designating Beneficiaries in Your Retirement and Other Accounts
• A Personal Note From Kimberly

Smart Aging - Third Quarter 2020

In this issue

• 10 Reasons To Update Your Will
• Early Warning Signs of Alzheimer’s Disease
• A Personal Note From Kimberly

Lawyer for Life – Second Quarter 2020

In this issue

• Planning Documents Every Family Needs… Now More than Ever
• Estate Planning Challenges For Owners Of Vacation Homes
• Estate Planning For Young Families
• A Personal Note From Kimberly

Smart Aging - Second Quarter 2020

In this issue

• Common Misconceptions About Revocable Living Trusts
• How the CARES Act Impacts Retirement, Tax, and Estate Planning
• A Personal Note From Kimberly

Lawyer for Life – First Quarter 2020

In this issue

• How The SECURE Act Will Impact Retirement And Estate Planning
• Roth IRAs Are Remarkably Flexible Retirement Planning Tools
• A Personal Note From Kimberly

Smart Aging - First Quarter 2020

In this issue

• Planning for Alzheimer’s Disease and Other Forms of Dementia
• The Gift that Lasts a Lifetime: A College Education
• A Personal Note From Kimberly