Lighthouse Legal Group

06/02/2026

Understanding how debt is handled after death is an important part of comprehensive estate planning. Financial obligations do not simply disappear. In some cases, debts are paid from the estate through the probate process before assets are distributed to beneficiaries. Swipe through to learn more.

If you have questions about how debt may affect your estate plan, contact us to discuss your options.

05/13/2026

With National Senior Fraud Awareness Day on May 15th, we wanted to reach out to go over several common scams making the rounds so you can quickly identify potential scam messages.

✅ Tech Support Scams - Fraudsters impersonate reputable tech support representatives and claim there is a problem with your device. They seek remote access or payment to "fix" issues that don't exist.

✅ Government or Medicare Impersonation - Scammers pose as representatives from Medicare, the Social Security Administration, or other agencies to collect personal information or payments. Real agencies do not solicit such data by unsolicited calls, texts, or emails.

✅ Family Imposter Scams - Criminals pretend to be a loved one in distress and pressure you to send money immediately.

✅ Sweepstakes, Lottery, and Prize Scams - You are told that you have won money but must pay fees to collect your "winnings."

✅ Romance or Investment Scams - Scammers build emotional trust online, then exploit it for financial gain.

We hope these tips are helpful as we all navigate an increasingly online world. As always, if you have questions or need guidance within our area of expertise, do not hesitate to reach out. We are here to help.

05/13/2026

Prior to her career in law, attorney Mary Kaplan built a background in private wealth management.

https://www.lighthouselegalfirm.com/asset-protection/

05/05/2026

As we observe Older Americans Month, we want to share an important reminder: When updating or changing your will, it is crucial to work with a dedicated estate planning attorney.

We can help you make sure your estate plan is reviewed and updated regularly to ensure that your wishes are accurately reflected across all of your key documents.

If you have questions about a current plan, do not hesitate to reach out. We are here to help you.

05/04/2026

Is a Lady Bird Deed the safest way to pass property to loved ones?

04/22/2026

DIY estate planning can feel efficient, especially when online forms promise a complete will or trust in an afternoon. The problem is that estate plans are only effective if they comply with the state’s rules, are executed correctly, and work together as one coordinated set of documents.

Swipe to learn how a DIY estate plan can fail or cause delays and unintended consequences.

If you need an estate plan, know that we are here to help. Our team can help you create a compliant, comprehensive plan to protect your wishes. Give us a call today, and we can get started.

04/14/2026

The terms “estate planning” and “elder law” may be used interchangeably, but they serve different, yet complementary, purposes. Understanding how they differ can help you make informed decisions about protecting your assets, your health, and your family. Swipe to learn more.

If you have questions about estate planning, elder law, or how both may apply to your situation, we are here to help. Call us to schedule a consultation and take the next step toward protecting your future and your family.

04/10/2026

There are ways to preserve wealth, so more of it can be passed down to loved ones.

What are the tools that can help?

04/09/2026

Today, much of what we own lives online, including:

✅ Bank accounts
✅ Email addresses
✅ Digital photos
✅ Social media accounts
✅ Cryptocurrency

However, if these assets are not listed in your estate plan, they can go unaccounted for, resulting in your loved ones not having legal access to retrieve them. With that in mind, it is important to keep an up-to-date list of your digital assets and login information in a secure location, and appoint a digital personal representative to make managing these assets easier.

Many older plans do not account for digital assets. If you are unsure how to incorporate them in your estate plan, contact us today. We are here to help.

02/26/2026

As digital property becomes an increasingly prominent component of personal and financial life, integrating these assets into your estate plan is essential for ensuring orderly management and transition. Swipe for some key considerations.

Give us a call to learn how we can assist you in developing a comprehensive estate plan that accounts for both traditional and digital assets.