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Estate Planning Articles & Resources

Educational resources to help you understand estate planning, elder law, and how to protect your family’s future.

Review of New Tax Changes — Economic Growth & Tax Relief Reconciliation Act of 2001

An overview of key estate and gift tax law changes and how they affect your long-term estate plan.

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Recovering Financially from Widowhood or Divorce

Practical guidance for updating your estate plan and protecting your financial future after a major life change.

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Choosing a Guardian for Your Children

One of the most critical estate planning decisions — how to select the right guardian and document your wishes legally.

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Long-Term Care: What Every Woman Needs to Know

Women live longer and are more likely to need long-term care. This article explores planning strategies specific to women.

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When a Parent Needs Parenting

Legal tools available to families navigating an aging parent’s declining health and capacity for decision-making.

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Giving from the Heart

How charitable giving strategies can benefit causes you care about while also providing significant tax advantages.

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Remarriage and Your Estate Plan

Remarrying? Learn how it affects your existing will, trusts, beneficiary designations, and the steps you should take.

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A Special Child Needs Special Planning

Why special needs trusts are essential for families with a disabled dependent and how they preserve government benefits.

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