Blog
How the Portability Provision Can Double Your Federal Estate Tax Exemption
Updated for 2025 | Duncan Legal, PC Estate Planning Education Series For legally married couples, the portability provision is one of the most valuable estate-planning opportunities available today. Portability allows the surviving spouse to use any unused portion of...
How Seniors Are Adapting to Digital Health Care — And Why It Matters for Estate & Elder Law Planning
Duncan Legal, PC | Education Series If the old image of seniors avoiding technology still lives in your mind, it’s time to update that picture. Today’s older adults are embracing digital health tools—often with surprising confidence and enthusiasm. From...
Estate Planning Basics: An Introduction to Trusts
Updated for 2025 | Duncan Legal, PC Estate Planning Education Series Trusts are often mentioned in estate planning conversations, yet many people are unsure what they truly are or how they function. At their core, a trust is a legal arrangement designed to manage and...
Aging at Home: Practical Choices as the Silver Tsunami Arrives
Duncan Legal, PC | Elder Law & Estate Planning Education Series For many of us, the idea of growing older includes a deeply rooted hope: staying in the comfort and familiarity of our own home. That desire isn’t sentimental—it reflects the reality for a strong...
Honoring Culture & Legacy: Estate Planning in 2025
At Duncan Legal, PC, we believe your estate plan is far more than a set of legal documents — it’s a reflection of who you are, the values you hold dear, and the traditions that define your family. As 2025 unfolds, more families are finding meaning in blending their...
ATM Skimming in 2025: How to Protect Your Finances and Identity
At Duncan Legal, PC, we believe protecting your legacy starts long before your will or trust is finalized — it begins with safeguarding your assets today. While our work often focuses on long-term legal and estate planning, everyday financial security plays an equally...
Secure Act 2.0 and Alzheimer’s Planning: What’s Working, What’s Not, and Why Now Is the Time to Plan
At Duncan Legal, PC, we know that thoughtful planning today brings peace of mind tomorrow. Whether you’re preparing for retirement, managing inherited assets, or supporting a loved one with Alzheimer’s disease, having a clear legal and financial strategy can make all...
Planning for the Disposition of Your Remains: A Kindness to Those You Love
October brings a chill in the air and plenty of lighthearted reminders of mortality — from skeletons on porches to haunted houses and ghost stories. But for families who’ve lost someone dear, there’s nothing playful about the confusion that can arise when no one knows...
Estate Planning and Alzheimer’s Disease: Legal Insights for 2025
At Duncan Legal, PC, we understand the life-changing impact of an Alzheimer's diagnosis. Whether you are facing the diagnosis yourself or caring for a loved one, the emotional and practical challenges can feel overwhelming. Among the most important steps you can take...
Starting Difficult Conversations About Money with Your Parents
Bringing up money with your parents can feel uncomfortable—but at Duncan Legal, PC, we know these conversations are one of the most caring steps you can take for your family. Clear, open communication today can prevent confusion, reduce emotional stress, and ensure...
