For the Love of Your Family

Articles to LIFT Your Family

How To Leave Your Home To Your Kids

Many parents want to know the best way to leave a home to their children. Before you make a plan, you should first be sure that your children actually want the property. We have seen too many parents take on unnecessary financial hardship in order to keep a home as an inheritance their children do […]

Read More

What Is a Trust?

A trust is a legal creation set up to benefit someone or something. For example, some people set up trusts to benefit their children, their grandchildren, or even charities. It is easiest to understand if you think about three separate people being involved. One person, called the grantor, funds the trust somehow, by placing money […]

Read More

The Top Three Things to Know Before You Sign a Residential Lease

If you own your home or you’ve been renting so long that this information is old hat to you, consider sharing the details with a young adult or almost adult in your family who would benefit from this knowledge. One of the best ways to pass on your family wealth is to pass on the […]

Read More

How to Protect Family Heirlooms From a Family Feud

The passing of family heirlooms from one generation to another should be welcome tradition in most families, but unfortunately, this process can cause long-lasting family rifts if not done properly. There are many stories of families that have split over a silver tea service or a portrait of a long-dead ancestor. In fact, you may […]

Read More

5 Steps to Fix Your Battered Retirement Plan

It’s no secret that a majority of Americans are ill-prepared for retirement.  A recent Forbes.com post detailed the 5 steps you can take now to being repairing the hole in your retirement plan: Pay yourself first. Set up an account that is not easy for you to access and start filling it with a significant […]

Read More

Is Your Living Trust Really Going to Work For the People You Love?

Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But there are a few more benefits of a living trust that can help you do much more than that, if it’s set up right: Asset protection for heirs. One of the most significant benefits of a living trust […]

Read More

How You Can Avoid Being Taken Advantage of Once You Become Elderly

A 2010 study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age of 65 — had already been a victim of financial abuse.  Here are some tips on how you can ensure your parents (or you in the future) can avoid becoming […]

Read More

How to Fund Your Trust to Avoid Probate

A common estate planning mistake many people make – including celebrities like Michael Jackson – is not ensuring the trust you have created holds all your assets.  Unfortunately, most lawyers simply do not make sure this is properly handled for their clients, so if you’ve worked with any law office other than ours, you need […]

Read More

5 Things You Need to Know Before You Name Beneficiaries

Once you have chosen the people you want to receive any of your assets — either from a will, a trust, a life insurance policy or a retirement or bank account — the way you designate how they will inherit should be a key consideration. Here are five things you need to know before you […]

Read More

10 Items That Should be Evaluated During an Estate Plan Review

Estate planning is an ongoing process, and plans should be reviewed with a qualified estate planning attorney every few years to ensure that the goals you set in making your plan are still valid. When reviewing your estate plan, keep these things in mind: Your estate plan only works if your assets are owned properly […]

Read More

A Duty Checklist for Trustees of a Trust

It’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you have been entrusted with a solemn responsibility and you no doubt want to do the best possible job. Here are 10 things to do when you are appointed trustee of a trust: 1. Read the trust document, which […]

Read More

Looking for a licensed Personal Family Lawyer®?