Estate Planning

woman in white long sleeve shirt holding wine glass

Start the Tough Conversations When You’re With Family for the Holidays

By Eva Hager | November 11, 2025

It’s that time of year. Leaves are falling, the air is cooling, and darkness is encroaching ever closer. But it’s also a time when families come together to celebrate. A time for warmth, laughter, and reconnecting with loved ones near and far. It is also one of the few times we gather with our extended…

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October is National Estate Planning Month: Why It Matters More Than You Think

By Dennison Keller | October 8, 2025

October is best known for Halloween. But to me, the scariest thing about the month is how many people head into the fall and winter months without a well-thought-out estate plan. Perhaps that’s why, in addition to Halloween, October also marks National Estate Planning Month. Whether you’re in your 30s or your 70s, estate planning…

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The Big Beautiful Bill

By Dennison Keller | July 29, 2025

With the passage of the One Big Beautiful Bill Act, clients are asking us almost daily how it will affect their wallets and the care they will need in the future. Like most pieces of large legislation, there is good and bad, winners and losers. Without commentary on the law’s merits or its effect on…

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assorted flowers

May is Elder Law Month & the Perfect Time to Get Your Affairs In Order

By Dennison Keller | May 7, 2025

It’s May! It’s May! Famed lyricist Alan Jay Lerner called the month a gorgeous holiday. Growing up in the Midwest, May has always been my favorite time of the year. The temperatures warm.  Pools Open.  April showers give way to May flowers. Snarky and political social media posts yield to celebrations of graduations and proms,…

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A my Social Security Account is Essential, Especially for Seniors

By Eva Hager | April 1, 2025

The Social Security Administration (SSA) is increasingly prioritizing online services, making a my Social Security account a vital tool for accessing and managing your benefits.  While the new rules were recently delayed until April 14th, 2025 after an outcry from the AARP and other stakeholders, seniors should still prepare for the new rules to take…

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