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Estate Planning

30 December

Year-End Estate Planning Checklist for Seniors and Families

Estate Planning, December 30, 2025

As the year comes to a close, many families are focused on the holidays, travel, and time together. This season also provides a natural opportunity to pause and reflect on.

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30 October

The Power of Irrevocable Trusts in Long-Term Care Planning

Estate Planning, Long Term Care, October 30, 2025

Planning for retirement and the possibility of long-term care is an increasingly important part of a financial and legal strategy. As individuals age, health care costs—especially those associated with nursing.

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25 August

Advance Care Planning for End-of-Life Decisions

Elder Care, Estate Planning, Long Term Care, August 25, 2025

As families come together this summer, it’s a meaningful time to have conversations that matter—especially when it comes to planning for the future. At O’Connor Elder Law, we encourage families.

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19 February

Should I Add My Adult Child to My Deed?

Estate Planning, February 19, 2025

For many parents, ensuring their child inherits the family home is a top priority. The idea of adding an adult child to the deed might seem like a straightforward way.

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28 January

The Essential Role of a Health Care Proxy

Estate Planning, January 28, 2025

In today’s healthcare environment, the role of a health care proxy has become increasingly important. Research shows that nearly 70% of adults will require some form of long-term care in.

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14 January

Incentive Trusts: Ensuring That an Inheritance Will Be Well Spent

Estate Planning, January 14, 2025

Many parents and grandparents with significant wealth worry about the impact an inheritance might have on their heirs. Will the recipients use the funds wisely, or will they squander them.

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16 September

Estate Planning for Your Digital Legacy

Estate Planning, September 16, 2024

An often-overlooked aspect of estate planning is your digital legacy. Deciding what happens to your digital assets when you pass away has become a crucial part of comprehensive estate planning..

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7 May

8 Frequently Asked Questions on Last Wills and Testaments

Estate Planning, Probate, May 7, 2024

Embarking on estate planning can be overwhelming, and it’s natural to have numerous inquiries. Below are eight questions people often ask about last wills and testaments as they begin to.

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18 March

Why You Should Designate Beneficiaries

Estate Planning, March 18, 2024

Over one-third of Americans face family conflict when someone dies without an estate plan. Despite the perceived importance of estate plans, Caring.com’s 2023 Wills Survey reflects only a third of.

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26 February

How to Give Gifts to Your Grandchildren

Estate Planning, February 26, 2024

Gifting assets to your grandchildren not only offers them a solid foundation in life but also presents an opportunity to reduce the overall size of your estate and the associated.

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Helping people age with grace and dignity while protecting their legacy

Recent Blog Posts

  • 2026 Medicaid Eligibility Changes in Florida February 10, 2026
  • Combating Seasonal Affective Disorder in Veterans and Seniors January 14, 2026
  • Year-End Estate Planning Checklist for Seniors and Families December 30, 2025

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  • Home
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