Kenneth Kossoff - Panitz & Kossoff, LLP

06/17/2026

How do you know it's the "right time" to retire?

Check out this article from Yahoo Finance to learn more:

https://finance.yahoo.com/news/im-62-havent-set-retirement-102200018.html?

Is it time to get a green thumb and babysit the grandkids?

05/28/2026

"Love is a battlefield, and sometimes estate planning can be one too."

You’ve spent a lifetime building your legacy and your family. Let’s make sure your estate plan preserves both.

Get started by reaching out to our firm at 818.865.0766.

Multiple beneficiaries, layered asset structures and significant financial stakes make high-value estate plans susceptible to court challenges.

05/19/2026

The story of a "small fortune" and 36 grandkids stuck in legal limbo is a stark reminder that in estate planning, the devil is truly in the details.

A recent article from The Wall Street Journal details one family's costly battle over retirement accounts due to outdated beneficiary designations. Even when you believe you’ve made the necessary changes, a lack of confirmation from financial institutions can lead to years of litigation and substantial legal fees for your family.

If you're ready to update your beneficiary designations, please reach out to us at 818.865.0766.

A family’s fight over a retirement account shows the pitfalls around updating beneficiary information.

05/12/2026

Is a "living funeral" the right fit for your loved one?

Living funerals are designed for friends and family to celebrate a life alongside the person who lived it.

Learn more:

Living funerals — where people near the end of life plan and attend their own memorials — are becoming increasingly popular.

05/08/2026

Dividing your assets "equally" is not always "fair" for your loved ones.

Our firm helps families navigate these nuanced decisions to ensure their Estate Plan fosters harmony rather than conflict.

Learn more about how to structure your asset distribution according to your values and your family's needs:
https://discover.tpt.org/nextavenue/in-writing-a-will-equal-is-not-always-fair

05/06/2026

For those navigating their golden years independently, a more intentional approach to Estate Planning is required to ensure your assets are distributed according to your wishes.

If you'd rather not let the state decide how to divide your assets, get in touch with our firm at 818.865.0766.

These steps can build financial security in your later years

05/01/2026

When was the last time you updated the beneficiaries on your retirement and insurance accounts?

"The beneficiary forms on retirement accounts, life-insurance policies and bank accounts matter. In most cases, they trump the will even if they were filled out decades prior."

https://www.wsj.com/personal-finance/inherited-retirement-savings-beneficiary-breakup-divorce

As millions of Americans build up sizable workplace retirement assets, disputes over who gets the money are on the rise.

04/28/2026

If raising a family, working full-time, and caring for aging parents wasn't already enough, it's made more difficult when your parents live far away.

Check out this article from Next Avenue to learn about resources to help manage logistics and reduce the burden of long-distance caregiving:

Being a long-distance caregiver is a challenging role for millions of Americans, but there are resources to help manage the logistics and reduce the burden and guilt

04/23/2026

Retirement is a journey with endless possibilities.

As your life changes, your estate plan must keep pace. A shift in goals, health, or relationships means your Will, Trust, and Powers of Attorney may need adjustment.

Let's ensure your legal documents reflect the life you're actually living! Give us a call at 818.865.0766.

Design a meaningful retired life with 19 creative ideas, from key routines to learning, personal growth, giving back, and connection.

04/21/2026

Financial fraudsters are using sophisticated methods to target retirees, from AI-generated voice cloning to complex "romance" and investment schemes.

Proactive planning can prevent scammers from exploiting gaps in your oversight. Give us a call at 818.865.0766 to get started on safeguarding your assets through protective planning.

Have you or a loved one encountered a suspicious call or email recently? Sharing your experiences can help others stay alert.

Swindlers have stepped up their game with artificial intelligence and deepfakes to steal older Americans’ money and personal information.