Many people assume estate planning is only for the ultra-wealthy. If you don’t own multiple homes or have a large investment portfolio, it’s easy to think, “This doesn’t apply to me.” But the truth is, estate planning isn’t just about how much money you have — it’s about who makes decisions for you and your… Read More »
Monthly Archives: January 2026
Understanding the New Senior Tax Deductions Under the OBBBA
Let’s face it—keeping up with tax rules can be overwhelming, especially when they keep changing! If you or someone you care about is 65 or older, there’s some good news with One Big Beautiful Bill Act (OBBBA), which brings some tax breaks that could really help out. Let’s walk through what’s new and what it… Read More »
Estate Tax Planning in the OBBBA Era
If you’ve been keeping an eye on estate taxes, there’s some good news to share. Thanks to the enactment of the One Big Beautiful Bill Act (OBBBA), there are some new “permanent” increases to the federal estate tax. Let’s unpack what’s happening, what’s sticking around, and how you can make the most of these updates…. Read More »
Is Protecting Mom Costing Her Happiness? The Hidden Tradeoff in Dementia Care
Caring for a loved one with dementia often means walking a tightrope between keeping them safe and helping them stay joyful. In our efforts to prevent falls, injuries, or confusion, we sometimes take away the small pleasures that give life meaning. This article explores how to find that balance—offering practical, compassionate ways to support dignity, independence, and everyday happiness while still prioritizing safety.