Insights on Estate Planning and Beyond

Explore our blog for invaluable information on estate and financial planning — including updates on estate law, protecting your assets, and details about our estate planning workshops.

Scammers Are Evolving with AI — And They're Targeting Boomers

AI has made scams more sophisticated than ever, the baby boomer generation has become a prime target. These criminals are using powerful tools like voice cloning and impersonations to create believable hoaxes that exploit a lifetime's worth of hard-earned assets. By staying informed, you can defend what you've worked so hard to build.

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Rod Yancy
August 18, 2025
Rod Yancy
August 18, 2025

Scammers Are Evolving with AI — And They're Targeting Boomers

AI has made scams more sophisticated than ever, the baby boomer generation has become a prime target. These criminals are using powerful tools like voice cloning and impersonations to create believable hoaxes that exploit a lifetime's worth of hard-earned assets. By staying informed, you can defend what you've worked so hard to build.

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Rod Yancy
August 12, 2025

A Stoic Approach to Risk Tolerance in Retirement

A Stoic approach to retirement finances focuses on what you can control: your discipline, your mindset, and your well-considered plan. True financial fortitude is not about avoiding risk, but about mastering your response to it.

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Rod Yancy
July 28, 2025

Navigating Retirement Finances in an Inflationary Landscape

Inflation poses a significant challenge to retirement security, but retirees can proactively minimize its impact by re-evaluating their finances and adapting spending. By taking these steps, you can safeguard your desired retirement despite rising costs.

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Rod Yancy
July 21, 2025

The Illusion of DIY Online Estate Planning: When "Convenient" Becomes Catastrophic

Don't let the siren song of online estate planning platforms lead your family into a legal nightmare; discover why true peace of mind comes from a professionally crafted plan that actually works when it matters most.

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Rod Yancy
July 15, 2025

Retirement and Your Finances: New Tax Laws and Savings Opportunities in 2025

The "One Big Beautiful Bill (OBBB) Act of 2025" brings significant changes to healthcare and tax deductions for seniors.

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Rod Yancy
July 7, 2025

The $84 Trillion Question for Boomers: Are Your Assets Ready for the Next Generation?

As Boomers prepare for the "Great Wealth Transfer," unified planning offers the best path to a smooth transition of your hard-earned assets.

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Rod Yancy
June 30, 2025

The Five Pillars of a “Successful” Retirement

Wondering how to make your retirement truly successful, on your terms? This post unveils five key pillars—from smart investments to pursuing passions—that are crucial for a rich and meaningful life after work.

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Rod Yancy
June 16, 2025

Social Security: Finding Your Optimal Claiming Age

Deciding when to start receiving Social Security benefits is a highly personal choice, influenced by your health, financial situation, and broader retirement goals. This post explores key factors to consider.

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Rod Yancy
June 9, 2025

Defeating the Enemy: Why Procrastination is Your Biggest Obstacle in Estate Planning

Discover why "doing it later" is your biggest obstacle in estate planning and how simple it is to take the first step towards peace of mind.

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