You finally did it. You signed all the documents, got your fancy estate planning binder, and felt like a responsible adult. Gold star, right? But then… it sat there. Collecting dust. On a shelf, in a drawer, or maybe lost under a pile of kids’ artwork and tax receipts. Here’s
Let’s be real—being in your 40s or 50s isn’t exactly the breezy midlife cruise you imagined, right? You’re raising kids, checking homework, managing work stress, and somewhere in between, helping your aging parents navigate doctor visits, medications, and financial uncertainty. Welcome to the sandwich generation—that not-so-exclusive club of adults caught
Going to probate court for the first time feels a bit like stepping into a new city without GPS. There are forms. Judges. Rules you didn’t know existed. And you’re probably doing all this while grieving a loved one. Not exactly the easiest combo. At Norton Estate Planning & Elder
…and Why Waiting Might Cost You More Than You Think Let’s be honest: “Medicaid planning” doesn’t exactly scream Friday night fun. Most people hear it and think, “That’s for later.” But here’s the deal: later can come at you fast, especially when a loved one’s health takes a turn. At
When Pope Francis passed away on April 21, 2025, he left behind a legacy of humility, compassion, and global leadership. But the detail that stood out to many wasn’t just his life—it was his simple, handwritten will. In that one page, he asked to be buried in a quiet corner
When multimillionaire Alan Lorenz passed away in 2021, he left behind an impressive life story—a successful legal career, an unexpected pivot to the health and wellness industry, and a fortune estimated at over £18 million. What he didn’t leave behind? A well-thought-out, airtight estate plan. And that, unfortunately, is where
Let’s talk about the elephant in the room: Medicaid is back in the news, and the headlines aren’t exactly comforting. With over 70 million Americans depending on Medicaid—seniors, people with disabilities, and low-income families alike—it’s no wonder folks are paying attention. Here at Norton Estate Planning & Elder Law, we’re
A romantic estate in the English countryside. A long-term partner. An estranged wife. A $29 million fortune. And yes—a court battle. This is not the latest Netflix legal drama. It’s a real story, and it’s the kind of estate planning train-wreck we help families avoid at Norton Estate Planning &
Let’s talk taxes. (Wait! Don’t leave. This one actually matters.) There’s a big proposal in the works that could affect millions of families—eliminating the step-up in basis. And if that happens? You or your loved ones could end up selling off the family home just to pay the IRS. At
Everyone’s talking about The Great Wealth Transfer—the $84 trillion expected to move from older generations to their heirs over the next two decades. Sounds like a massive win for the next generation, right? Not so fast. Without proper planning, that money could vanish into court fees, taxes, or bitter family
