Heritage Planners

08/31/2026

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and support from loved ones. Starting the conversation early can make planning feel more manageable.
https://bit.ly/4gIKiWz

08/27/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

08/24/2026

Health risks don’t stop at retirement, and planning for them is an important part of preparing for the future.

More than three-quarters of adults live with at least one chronic condition, and the costs associated with care can add up over time, impacting savings and retirement goals.

Let’s talk about how planning ahead for healthcare and long-term needs can help you feel more confident about the road ahead.

Source: LIMRA (2026), The Growing Influence of Health Risks on Retirement Security

08/20/2026

Scams are rampant and hard to identify. Stay up to date with this information.

08/17/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

08/13/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4fVjQK7

08/10/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

08/06/2026

Is your estate plan keeping up with your life? Events like births, marriages, or changes in net worth can make your plan outdated, and evolving laws also may impact how your documents function. Read this article to learn more about the importance of regular reviews of your estate documents along with other important disclosures, then let’s get together to make sure you’re protected. https://bit.ly/4wfDsNH

08/03/2026

While an irrevocable trust is designed to provide long-term benefits, changing tax laws and life circumstances can sometimes create unexpected challenges. Fortunately, certain planning strategies may help trusts adapt while still honoring the original intent. This article explores concepts such as trust protectors, decanting, powers of appointment, and other provisions that may help provide flexibility in an ever-changing legal and tax environment. If you'd like to learn more about these strategies—or discuss whether they may be appropriate as part of your overall financial strategy—I'd be happy to help. And be sure to read the full article for additional planning considerations and other important disclosures. https://bit.ly/4fzecgu