For the Love of Your Family

Articles to LIFT Your Family

Can My Will Be Contested?

Q: Can my will be contested? Concerned testator– A: Dear Concerned: Creating a will should give you peace of mind. But if you are worried about someone contesting it, it helps to learn about the circumstances under which your will could be challenged. A beneficiary could contest a will if he or she had standing (a […]

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What Will Happen to My Pet in a Natural Disaster?

Q: What will happen to my pet in a natural disaster? Pet Parent– A: Dear Pet Parent: In the wake of natural disasters like the recent blitz of hurricanes to hit the Gulf Coast and Caribbean islands, the fates of countless pets are insecure. Understandably, many pet parents are now questioning what will happen to […]

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How Can Snowbirding Help Me Save on Taxes?

Q: How can snowbirding help me save on taxes? Recent Retiree– A: Dear Retiree: Snowbirding is a great way for retirees to escape the winter weather and can help mitigate high state income taxes at the same time. Income tax laws vary from state to state. California income tax can be as high as 13.3%, while […]

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What Does Transfer on Death Mean?

Q: What does transfer on death mean? Prudent Planner– A: Dear Prudent: Transfer on death (TOD) is a method through which you can name beneficiaries on an asset so that the asset transfers to that named beneficiary automatically upon your death. When all goes well, this asset will transfer at the time of your death, without […]

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What’s the best way to save for college?

Q: What’s the best way to save for college? –Planning Parent A: Dear Planning: Saving for college is a daunting task on every parent’s to-do list. Although we always recommend that families meet with a financial professional to devise a plan that considers the specifics of their financial profile, here are a few tips that […]

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Do I need my estate planning documents reviewed by an attorney?

Q: Do I need my estate planning documents reviewed by an attorney? –Estate Planning Novice A: Dear Novice: The decisions you make in creating your estate planning documents are significant and will have an impact on the people you love if you become incapacitated or when you die. So, the short answer is, yes. If you […]

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What is a revocable living trust?

Q: What is a revocable living trust? –Conscientious Planner A: Dear Conscientious: Revocable living trusts are legal relationships that connect three parties: the trust creator, the trustee, and the beneficiaries. A living trust allows the trust creator to put assets into a trust while the trustee manages them and the income they generate. As a valuable estate-planning […]

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How should I update my estate plan before I remarry?

Q: How should I update my estate plan before I remarry? -Betrothed spouse to be A: Dear Betrothed: Everyone deserves a second chance at happiness. Many people enter into second marriages with hopes of harmony and a new life. Proper estate-planning in preparation for a second (or third!) legal union will help avoid mishaps that may interrupt […]

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How are decisions made for an incapacitated person without a living will?

Q:        How are decisions made for an incapacitated person without a living will? –Concerned family member A:         Dear Concerned: Advance directives like living wills express someone’s wishes and preferences for medical treatment if they are unable to provide consent or refusal (e.g. due to coma or unconsciousness). A living will specifies the life-sustaining measures—such as […]

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What is legal guardianship?

Q:        What is legal guardianship? –Concerned parent A:         Dear Concerned: Broadly defined, a legal guardian is someone who is responsible for the care (and decision making) of a minor or dependent adult. A legal guardian for a child is typically responsible for the daily care, education and custody of the child. A legal guardian has […]

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How can I provide for my pet in my estate planning?

Q: How can I provide for my pet in my estate planning? –Concerned Pet Owner A: Dear Concerned: Many people have concerns about what will happen to their beloved pet when they die. Because so many of us view pets as family members, it’s no wonder their well being comes up during estate planning. Unfortunately, […]

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