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April 2026

The Care Your Family Needs

Firm News

May is Elder Month!

Why Estate Planning Is the Answer to Economic Uncertainty
No one can control markets, Federal Reserve policy, or global financial or political events. But people can control their response: their preparedness, their plans, and their financial structures.

AARP Announces Its Top 100 Places to Live for Older Adults
AARP recently published its annual list of the Top 100 Places to Live for Older Adults.

Do Surviving Spouses Have Rights to a 401(k) or an IRA?
The rules regarding inheriting retirement accounts are complex. When choosing a beneficiary for a retirement plan, understanding these rules - and how they differ for 401(k)s and IRAs - is crucial.

Do Medicare Benefits Cover Skilled Nursing Care?
Understanding Medicare's rules for care in a skilled nursing facility (SNF) is useful for older adults, people with disabilities, and family caregivers, particularly because confusion about SNF coverage can lead to unexpected bills.

Digital Tools to Protect Older Adults From Financial Abuse
Today, financial exploitation happens quietly – and digitally. Instead of stolen checks or forged signatures, abuse may involve compromised passwords, unauthorized online account access, or highly convincing phone calls or emails designed to pressure an older adult into sending money.

Can AI Robots Help Older Adults Live in Their Homes Longer?
Socially assistive, AI-powered companion robots are being tested to help older adults who prefer to remain in their homes rather than enter institutional care.

Seven Ways to Distribute Your Personal Property Fairly
Unlike money, personal belongings usually can't be divided equally after a loved one's passing. Distributing items like furniture, jewelry, dishware, artwork, or photographs is challenging when settling an estate.

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