Planning for Families

clients planning with their advisor Q1 at the beginning of the year

Why Estate Plan Alignment Belongs in Q1

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an advisor speaking with their client planning out their year ahead

Quiet Estate Planning Triggers in January

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a couple sitting down with an attorney looking over estate planning documents

What Estate Planning Is (and Isn’t)

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a couple with documents sitting with their estate planning attorney

The Estate Planning Questions January Brings

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What January Reveals About Your Estate Plan

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a picture of 2026 numbers

A New Year Check-In for Your Estate Plan

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Beyond Aid & Attendance: A Practical Advisor’s Guide to VA Benefits

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an advisor doing medi-cal planning with their clients.

Helping Clients Avoid Care-Related Financial Crises

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a mom hugging her son with special needs

SSI, Special Needs Trusts & the New Planning Rules: What Families Must Understand in 2026

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a picture of a caretaker holding an elderly womans hands while she sits in her wheelchair.

Long-Term Care Is Changing—Here’s What You Need to Know Before 2026

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a person handling documents with their advisor.

If Your Loved One Needs Care Soon, Do You Have the Right Documents?

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Major Medi-Cal Changes Coming January 1: What the New Asset Limits Mean for Your Family

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a bunch of American flags flying in the wind in honor of Veterans

Beyond Aid & Attendance: Resources Advisors Should Share with Veterans & Their Families 

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a veteran with his father speaking with an advisor about aid and attendance and other VA benefits

Aid & Attendance + Medi-Cal: Strategic Planning Insights for Veteran Long-Term Care

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a veteran in a wheelchair looking at papers going over his benefits

Care Is Expensive—But Veterans Could Receive Up to $3,649/Month. Here’s How to Start the Process Now.

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a veteran filling out a piece of paper to qualify for veterans benefits

Families Are Missing Out: Caregiving Stipends, Survivor Support & More—Does Your Veteran Qualify?

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a picture of VA benefits application

For the Veteran in Your Life: Little-Known Benefits That Bring Comfort, Dignity & Support

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a family sitting with their dad who is a veteran

Planning Ahead for Aging Veterans: The Most Compassionate Step Families Can Take Before Care Is Needed

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a veteran in their wheelchair talking to an advisor

Clearing Up VA Confusion: Guiding Clients Through Eligibility, Look-Back Rules & Care Options

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a veteran speaking with her advisor

Veterans Benefits 101 for Professionals: Helping Clients Access Funding for Long-Term Care

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Recent Posts

Aging parents

Caring for Aging Parents Without Putting Your Clients’ Assets at Risk

January 9, 2026
change of plans

Your Client’s Family Has Changed — Here’s Why Their Plan Should Too

January 9, 2026
Mistake

The Estate Plan Mistake Families Don’t Discover Until It’s Too Late

January 9, 2026
complication

You Did Everything Right — So Why Is This So Complicated?

January 9, 2026
court involvement

When Court Involvement Becomes Necessary — Even with Good Planning

January 9, 2026

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