Who Are the Key Players in Special Needs Planning?

A quarter of households in the United States include at least one family member with a disability. These families grapple with complex legal and financial issues. What will happen to the individual with a disability when caregivers pass away? How can families save...

Nancy Guthrie’s Disappearance: Keeping Older Adults Safe

The recent disappearance of Nancy Guthrie from her home in Catalina Foothills, Arizona, has highlighted the difficult balancing act many families face: older adults’ strong desire to remain in their own homes and their adult children’s equally strong desire to keep...

Probate: Not Always the Villain in the Story

If you’ve spent any time researching estate planning, you’ve probably heard one consistent message: “Avoid probate.” And yes – thoughtful estate planning can often help families minimize or avoid probate through tools like trusts, beneficiary designations, and...