Latest Articles

What Measures Can Be Taken to Combat Financial Exploitation of Elders?

Feb 06, 2024

Elders Are at Increased Risk of Financial Exploitation Many people don't particularly enjoy getting...

Differences Between Death and Lifetime Probate

Jan 29, 2024

As estate planning and elder law attorneys, part of our process is asking our clients about their go...

What is a Qualified Disability Trust?

Jan 26, 2024

A qualified disability trust, or “QDisT” for short, is a type of irrevocable special needs trust...

Is it Better to Rent After Retirement?

Jan 12, 2024

If you are around retirement age, you’ve probably heard all your life that it’s better to own yo...

Meet Our New Team Members

Dec 26, 2023

As 2023 draws to a close, we at Estate Planning & Elder Law Services like to reflect on the chan...

Getting Assistance to Pay for a Parent’s Care

Dec 26, 2023

When an aging parent needs care, many people feel torn between their desire to help the parent remai...

Tips for Inheriting a Family Photo Collection

Dec 26, 2023

Here’s a riddle for you: what is priceless in the right hands, but worthless in the wrong ones? As...

New IRS Ruling Regarding Irrevocable Trusts and Step-Up in Basis

Nov 29, 2023

On March 30, 2023, the Internal Revenue Service issued Revenue Ruling 2023-2. The essence of this br...

Why You Should Resist Taking a 401(k) Withdrawal

Nov 29, 2023

We all have unexpected financial needs from time to time: urgent home repairs, medical bills, the lo...

New Updates on RMD Relief for IRA Beneficiaries

Nov 29, 2023

Like all IRA owners who have reached a certain age, beneficiaries of an inherited IRA (individual re...