Posted in Triplett & Carothers on April 3, 2026

Creating an estate plan tailored to your business ensures continuity and financial security for everyone involved. Whether you want your family to continue building your legacy, your partners to buy your shares or your heirs to sell at a fair price, careful planning prevents disputes and protects what you’ve built. Start with the basics Begin… read more

Posted in Triplett & Carothers on April 2, 2026

Loneliness is a serious issue faced by 1 in 3 seniors; it has a detrimental effect on mental health. To combat this, intergenerational programs are being tried across the country by senior communities with a vision. Those that have implemented these shared-experience programs report much success in terms of promoting self-confidence, reducing isolation and nurturing… read more

Posted in Triplett & Carothers on April 1, 2026

If it has been a while since your revocable trust was signed, this summer is a good time to make sure everything is still in order. For more than 25 years, Triplett & Carothers has helped clients create revocable trusts as part of their estate plans. Just as important as signing the trust, however, is… read more

Posted in Triplett & Carothers on April 1, 2026

A recent study conducted by the Transamerica Center for Retirement Studies found that only 13% of retirees have saved $1 million, not counting home equity. It may surprise you to learn that only 37% of retirees have $50,000 in savings. The study found that the No. 1 regret cited by 76% of those interviewed was… read more

Posted in Triplett & Carothers on March 3, 2026

Technological support has become a necessity in meeting the needs and expectations of assisted-living residents. Residents today are more tech savvy than previous generations, using technology to stay connected with friends and family via video calls and social media, to keep track of their health records and to access information. Here are some ways smart… read more

Posted in Triplett & Carothers on March 3, 2026

Daniel Hitesman is currently a law clerk at Triplett & Carothers. He assists the attorneys and paralegals at the firm with case management and daily operations in the office. He is known for his strong interpersonal communication and client-facing skills. Dan has had a diverse mix of work experience, ranging from social services work for… read more

Posted in Triplett & Carothers on March 2, 2026

Entering retirement with a spouse or partner means you are immediately losing two incomes. Without careful prior planning, having this drop in income can have significant consequences. You both want to make sure that your values are aligned in terms of spending when you are living on a fixed income. For this reason, it is… read more

Posted in Triplett & Carothers on March 1, 2026

Americans are a charitable group, with donations amounting to over $592 billion in 2024 alone. If you are 70 ½ , you may want to consider transferring your annual required minimum distribution from your IRA into a qualified charitable distribution. In addition to doing something good to help others, there is a tax advantage for… read more

Posted in Triplett & Carothers on February 6, 2026

At Triplett & Carothers, we wanted to share some tips for your special valentines.  ♥  Show your Successor Trustee where you keep your red estate planning portfolio. ♥  Fill out the Location List we provide! ♥  If you have children/grandchildren, write a letter to them and put it in your binder. ♥  Introduce your Successor… read more

Posted in Triplett & Carothers on February 5, 2026

Estate plans benefit from regular checkups. While many people review and revise their plans after a major life event, it’s also good practice to review your plan annually — or at least every three to five years — in the absence of such events. These reviews help ensure that your documents still reflect your wishes… read more