Blog Posts – LWP Marketing Toolit

Starting Difficult Conversations About Money with Your Parents

SM_Admin — Mon, 20 Oct 2025 18:49:55 +0000

Few conversations are more uncomfortable than asking your parents about money.

The Rise of Professional Fiduciaries – Why Families Sometimes Need Outside Help

SM_Admin — Mon, 20 Oct 2025 18:49:07 +0000

In the hustle and bustle of our youthful years, contemplating estate planning may seem like a task meant for a far-off future. Yet, the importance of having crucial documents in place cannot be overstated, even for those under the age of 40.

Blended Families, Big Decisions

SM_Admin — Mon, 20 Oct 2025 18:48:26 +0000

Modern families come in all shapes and sizes – second marriages, stepchildren, unmarried life partners, and chosen families.

Estate Planning Meets Medicaid: A Strategy for Long-Term Care

SM_Admin — Mon, 20 Oct 2025 18:47:43 +0000

For many families, planning for the future means more than just wills and trusts—it also involves preparing for the rising costs of long-term care.

The Myth of the ‘Simple Will’ in a Complex World

SM_Admin — Mon, 20 Oct 2025 18:47:19 +0000

Many people come into our office saying they ‘just need a simple will.’ It’s a phrase we hear all the time—and we understand the intention.

The “Big Beautiful Bill”: What It Could Mean for Your Long-Term Care Planning

SM_Admin — Mon, 20 Oct 2025 18:47:06 +0000

There’s a new federal law on the books—known unofficially as the ‘Big Beautiful Bill’—that could significantly reshape the future of Medicaid.

Navigating Business Succession Planning

SM_Admin — Mon, 20 Oct 2025 18:46:55 +0000

In today’s rapidly changing regulatory environment, staying informed about business requirements is essential.

Should You Put Your Car in a Trust?

SM_Admin — Mon, 20 Oct 2025 18:46:43 +0000

When planning your estate, it’s natural to wonder what should go into your trust and what might be better left out.

Is It Time for an Asset Protection Trust?

SM_Admin — Mon, 20 Oct 2025 18:46:28 +0000

Most people don’t think about protecting their assets until something bad happens, like a lawsuit, nursing home bill, or financial crisis.

Understanding the Tax Impact of Non-Citizen Spouses in Estate Planning

SM_Admin — Mon, 20 Oct 2025 18:46:04 +0000

When it comes to estate planning, one of the most important goals is making sure your loved ones are taken care of after you’re gone.