Family - David Lerner Associates

News & Resources: Family

Estate Planning Essentials: Protecting Your Family’s Financial Future in 2025

October 22, 2025

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Discover estate planning essentials in 2025. Learn about wills, trusts, beneficiary updates, and tax strategies to protect your family's financial future.

3 Estate Planning Mistakes That Can Derail a Legacy

October 14, 2025

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Avoid common estate planning mistakes in 2025. Learn how to protect your legacy with updated wills, beneficiary designations, and tax-smart strategies.

Planning Ahead: What Long-Term Care Costs Could Mean for Your Retirement

October 1, 2025

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This Long-Term Care Planning Month, learn how rising long-term care costs could impact your retirement. Explore insurance, savings, and protection strategies.

Is Term Life Insurance a Smart Option for Seniors?

September 30, 2025

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Explore whether term life insurance still makes sense for your needs as a senior and how to choose the right coverage.

Mind the Gap: Getting Ready for What Life Insurance Might Not Cover

September 15, 2025

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Explore different aspects of what life insurance may not cover and how to prepare for those gaps in your financial strategy.

Closing the Coverage Gap: Why Women Can’t Afford to Wait

September 13, 2025

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Women face unique challenges with life insurance coverage. Learn why women need protection and how to overcome common barriers.

5 College Savings Mistakes That Could Cost You Thousands

September 10, 2025

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Avoid common college savings mistakes that could cost your family thousands. Learn the right strategies for education planning.

One Big Beautiful Bill Act: Senior Deduction Explained

September 7, 2025

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As part of the Big Beautiful Bill Act, seniors can take advantage of a new $6,000 tax deduction that may help them cover the rising costs of housing, health care, and daily living by potentially allowing more of their income to remain untaxed.