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What is OBBBA?
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, making tax provisions that were scheduled to expire at the conclusion of 2025 permanent under the law. The OBBBA directly impacts your tax situation, your retirement, funding and paying for education, and your estate planning. Here are a few imp...
The holiday season brings us together with the people we love most. For many of us, it’s also the time when we begin to notice subtle—or sometimes not-so-subtle—changes in the health, habits, and needs of aging family members. As the Director of Care Coordination at LawyerLisa, I spend my professional life helping families navigate the aging continuum. And like many ...
As we approach Medicare’s annual open enrollment period, it’s worth remembering that reviewing your Medicare coverage is more than just a health care task—it’s also an important part of your overall estate planning strategy.
Your estate plan isn’t just about what happens after you’re gone. It’s about protecting your well-being, your assets, and your lo...
Owning property in more than one state can be a wonderful way to diversify your lifestyle or investments. Maybe you enjoy summers in the mountains and winters at the beach, or perhaps you own a family cabin in another state in addition to your primary residence. While this can enhance your quality of life, it also complicates matters when it comes to estate planning ...
As of July 1, 2025, South Carolina residents have a new tool for estate planning—the ability to add a Transfer on Death (TOD) designation to their vehicle titles. This simple change can help families avoid probate and ensure a smoother transfer of ownership after death.
A TOD designation works much like a beneficiary designation on a bank account or li...