Estate Planning
This week, Dolly Parton turns 80, and, like so many others, I find myself marveling not just at the milestone but at how far she has come. What are her secrets to staying vibrant, purposeful, and joyful? She is still working, still giving to others, and still unmistakably “Dolly”. What’s Dolly’s secret sauce? As I’ve…
Like many of you, I am finding this week feels a little quieter. The holidays are behind us, the calendar is fresh, and there is space to reflect. While New Year’s resolutions often get a bad reputation, I do believe there is value in pausing to consider what we can do differently moving forward. With…
The holidays are a special time to slow down, reconnect, and spend meaningful moments with the people we love. But for many families, these gatherings also shine a light on changes that may have gone unnoticed throughout the year. Holiday visits can reveal it’s time to consider a move. The Williams Family For the Williams…
Recently, I spoke with a longtime senior industry professional and friend. He and his wife had completed their estate planning with another firm about five years ago, but were now concerned that their trust seemed overly complicated and unclear. He asked if we could review it, and I gladly offered to schedule a consultation.…
August is National Make-a-Will Month, so it is a perfect reminder to protect your loved ones by having this essential document in place. Surprisingly, many well-known celebrities died without a will, leaving their estates in chaos. Icons like Prince, Aretha Franklin, and Chadwick Boseman passed intestate, sparking lengthy court battles, strained family relationships, and delayed…
As summer winds down, many families are preparing to send their children off to college. Amid the packing lists and orientation schedules, there’s one important task that’s often overlooked: ensuring your student has legal documents in place in case of a medical or financial emergency. Today we are going to focus on the importance of…
June is LGBTQ+ Pride Month—a time to celebrate and honor the LGBTQ+ community’s rich history, and recognize the ongoing efforts toward equality and inclusion. What began as a movement for civil rights following the 1969 Stonewall uprising has grown into a global celebration of identity and progress. But for many LGBTQ+ older adults, Pride Month…
It’s graduation season, which marks the exciting ending to one chapter and the beginning of a new one. When preparing to send your child off to college, there’s a lot on your to-do list—buying dorm essentials, registering for classes, setting up a meal plan. However, one crucial item that’s often overlooked is estate planning. If…
This past month has been a whirlwind for me. Between the end-of-year rush to wrap up projects at work, making critical decisions for my aging mother in rehab, keeping up with holiday festivities, and managing a disruptive and time-consuming home construction project, life has felt chaotic. While I may feel like I’ve earned the title…
Last week, we described the role of a dementia doula, and now we will explore the benefits offered by a different type of doula called a death doula (or end-of-life doula). This non-medical professional provides holistic support to individuals and families facing the end of life. Their role is to offer emotional, spiritual, and practical…
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