May 9th, 2024

Senior Fraud Awareness Day: Ensuring Your Loved Ones Aren’t Victims

Did you know seniors lost an estimated $3.1 billion annually to financial scams and fraud? Shockingly, the total losses of fraud reported by elderly victims have increased 84% since 2021. May 15th is National Senior…

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April 1st, 2024

Estate Planning Jitters? You Asked, We Answered During This Key Month!

Why Do I Need a Will (or any estate planning for that matter)?  First and foremost, you want to remain in control of your final dispositive wishes. If you die without a Will, you will die “intestate.” Dying intestate…

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November 15th, 2023

The Benefits of Jumpstarting Estate Planning

As the holiday season unfolds and we transition into the New Year, it’s important to consider a resolution that holds significant importance for ourselves and our loved ones: reviewing estate documents. There’s no need to…

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October 2nd, 2023

The Biggest Mistakes People Make with Their Wills

Everyone should have a will. But having a will isn’t always enough – here are some of the biggest mistakes people often make when considering the terms of their wills. Mistake 1: Not Having a…

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August 22nd, 2023

Mastering Your Estate Plan: Four Key Dos and Don’ts

If you’re reading this, there is still time to take part in Make a Will Month. Post beach, pre back-to-school, August is a great time to catch up on the project nearly everyone loves to…

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August 18th, 2023

David De Jong and Sarah Broder Discuss SECURE 2.0 on Podcast

Stein Sperling’s David De Jong and Sarah Broder appeared on the podcast ForYourBenefit on the Federal News Network with host Bob Leins to discuss SECURE 2.0, which changes the landscape of retirement plans. Topics of…

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August 18th, 2023

38 Stein Sperling Attorneys Listed in 2024 Best Lawyers® and Best Lawyers: Ones to Watch®

Stein Sperling is pleased to announce that 25 lawyers have been included in the 2024 Edition of The Best Lawyers in America©. Additionally, 13 lawyers have been included in the 2024 Edition of Best Lawyers:…

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June 22nd, 2023

Planning Your Digital Afterlife

Modern estate planning isn’t just about arranging for who inherits your money, real estate, physical belongings, and other assets when you die. Transferring digital assets, such as photos and social media accounts, as well as…

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Caregiver hand holding elder hand

May 15th, 2023

Empowering Protection: Defending Loved Ones from Financial Exploitation

As the number of seniors continues to increase in the U.S., so does the prevalence of financial fraud targeted at this vulnerable population. Financial exploitation is a serious concern that can result in devastating consequences…

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April 7th, 2023

Estate Planning Considerations for Multigenerational Households – Consider a Family Limited Partnership

It is becoming increasingly common for multiple generations of a family to live together, with older and younger family members sharing a home. It can provide many benefits, including assistance raising children, caring for elderly…

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