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Newsletter Archive

Lawyer for Life - June 2021

In this Issue:

  • Estate Planning for Second Marriages
  • Tips for a Successful Family Business Succession
  • A Personal Note From Tom

Elder Law Update - May 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 Tom

Lawyer for Life - April 2021

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 Tom

Elder Law Update - March 2021

In this Issue:

  • Managing Your Loved One’s Legal Needs: A Checklist for Caregivers
  • Why Your Estate Plan Must Include More than a Will
  • A Personal Note From Tom

Lawyer for Life - February 2021

In this Issue:

  • A Look at America’s Most Popular Pension Plan: Social Security
  • Five Ways President Biden’s Tax Plan Could Impact Your Finances
  • A Personal Note From Tom

Elder Law Update - January 2021

In this Issue:

  • Myths and Misconceptions About Coronavirus Vaccines
  • How to Discourage Challenges to Wills and Trusts
  • A Personal Note From Tom

Lawyer for Life - December 2020

In this Issue:
  • Your Legacy is More than Just the Money You Leave to Loved Ones
  • What is the Difference Between a Will, a Living Will, and a Pour-Over Will?
  • Now Is a Good Time to Review Your Estate Plan
  • A Personal Note From Tom

Elder Law Update - November 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 Tom

Lawyer for Life - October 2020

In this Issue:
  • 10 Ways To Maximize Your Social Security Benefits
  • How to Avoid COVID-19 Scams
  • A Personal Note From Tom

Elder Law Update - September 2020

In this Issue:

  • What Is A Revocable Living Trust?
  • What Is Trust Funding And Why Is It Essential?
  • Pets Are More Popular Than Ever. A Pet Trust Could Help Protect Yours.
  • A Personal Note From Tom

Lawyer for Life - August 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 Tom

Elder Law Update - July 2020

In this Issue:

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

Lawyer for Life - June 2020

In this Issue:

  • Without Your Own Estate Plan, the Government Will Make One For You! (What Could Possibly Go Wrong?)
  • Special Needs Planning Mistakes