Simasko Law

06/01/2026

Losing a spouse is one of life’s most difficult experiences, and the legal and financial responsibilities that follow can feel overwhelming.

Pat Simasko was recently featured in U.S. News & World Report in the article “Checklist for Handling the Death of a Spouse,” sharing guidance on the important steps surviving spouses may need to take, from gathering documents to reviewing estate plans and finances. Pat emphasizes that not everything needs to happen immediately, and that taking time before making major decisions is important.

If you or someone you love is navigating the loss of a spouse, having trusted guidance can make all the difference.

🔗 https://money.usnews.com/money/retirement/aging/articles/checklist-for-handling-the-death-of-a-spouse

Here's what to know about probate, insurance, taxes and estate planning after a spouse dies.

05/29/2026

Do you know what to do if you inherited an IRA? Pat Simasko explains what to do in this US News and World Report article: http://ow.ly/ggOU30fmJ78 As always, please like and share this valuable information! Thank you.

Mismanaging an inherited IRA could trigger a hefty tax penalty.

05/28/2026

How much is enough to leave behind for the next generation, and is an online estate planning tool enough to protect it?

Joe Fresard was recently featured in this MarketWatch article discussing estate planning considerations for families looking to protect their assets and provide for loved ones. The article explores an important question many people ask: when does a simple online tool make sense, and when is personalized legal guidance the better path?

Estate planning is about more than documents. It is about making sure your wishes are clear and your family is protected.

🔗 https://www.marketwatch.com/picks/im-84-with-two-children-my-wife-passed-away-and-now-i-want-to-do-estate-planning-is-a-low-cost-online-tool-good-enough-dde52874?mod=alisa-wolfson

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

05/27/2026

Veterans and their spouses may be entitled to benefits they have earned through service, but many families are not aware of what may be available to them.

The VA Aid and Attendance benefit is a tax free monthly benefit that may help cover the cost of in home care, assisted living, or nursing care for qualifying wartime veterans and surviving spouses. Simasko Law helps families understand eligibility, navigate the application process, and plan with confidence.

If you or a loved one served our country, we are here to help you explore your options and access the support you deserve.

🔗 https://www.simaskolaw.com/veterans-benefits/

05/25/2026

Today we remember the heroes who made the ultimate sacrifice for our country. We honor their courage, service, and the families who carry their legacy forward.

Wishing you a safe and meaningful Memorial Day from all of us at Simasko Law.

05/24/2026

Have you reviewed your estate plan recently? Life changes quickly, and your plan should keep up. A quick review today can help protect your family and make sure your wishes are clear for tomorrow.

Simasko Law is here to help every step of the way.
https://www.simaskolaw.com/estate-planning/

05/22/2026

See everyone on Tuesday!

05/22/2026

This Memorial Day weekend, we remember those who gave their lives in service to our nation and honor the families who carry their legacy forward.

From all of us at Simasko Law, thank you to those who served and sacrificed. Wishing everyone a peaceful holiday weekend.

05/20/2026

Caring for both children and aging parents can create emotional and financial challenges for many families in the “sandwich generation.” Planning ahead and understanding your options can make a meaningful difference.

Joe Fresard was recently featured in this USA Today article discussing how families can better prepare for the costs of caregiving while protecting their long term financial future. ()

🔗 https://www.usatoday.com/story/money/personalfinance/2026/05/09/kids-parents-sandwich-generation-afford-care/89977136007/

The "sandwich generation" simultaneously cares for kids and parents. How can they afford to do both?

05/18/2026

Thank you to everyone who attended Joe Fresard’s estate planning seminar last week. We appreciate the opportunity to connect with so many individuals and families looking to better understand how to protect their future and plan ahead with confidence.

At Simasko Law, we believe education is an important part of the planning process, and we are grateful to everyone who took the time to join us.

If you missed this seminar or would like to attend an upcoming event, we invite you to explore our future seminars and workshops here:
🔗 https://www.simaskolaw.com/simasko-events/