Resources

Updated:  September 5, 2025 ABLE accounts, introduced through the Achieving a Better Life Experience (ABLE) Act, are specialized savings accounts intended to better align working incentives with working realities for...

When a civil lawsuit involving personal injury or loss is resolved, the way financial compensation is arranged can have a lasting impact. While long-term payment arrangements are designed to offer stability, they can become...

Updated.  August 19, 2025 It’s not uncommon for clients to call us in a panic because a bank or financial institution has refused to accept a valid power of attorney (POA) prepared for them. Naturally, they want to know...

Updated:  August 18, 2025 This question comes up often, so it’s our “Question of the Month”! I also chose this topic to highlight beneficiary designations, which are a simple yet powerful planning tool. In this post,...

As we age, planning for the future involves more than just drafting a will. Legal, financial, and healthcare decisions often overlap in ways that can feel confusing and overwhelming. If you are supporting a senior or thinking...