For the Love of Your Family

Articles to LIFT Your Family

How to Ensure Your Pets Are Protected in the Event of Your Death or Incapacity

If you have pets, you probably want to make sure they are well-taken care of, if anything happens to you. Unfortunately, wishing for their good fortune isn’t enough. Too many animals are abandoned when their owners die and face rehoming, life in an animal shelter, or worse. To make sure your furry friend is taken […]

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The Ten Richest Families in America and Their Rise to Riches

Self-made millionaires are not uncommon in the dotcom era, but their fortunes pale in comparison to those of the ten richest families in America. These families weren’t overnight successes, but their fortunes have stood the test of time and are the result of strong family ties and very smart estate planning. 1.Walton ($130 billion) One […]

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What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?

When you come into a cash surplus from a company bonus, a tax refund, an inheritance or something similar, you might find yourself having to decide what to do with the money you receive. Did you know that most people who win the lottery lose their winnings within 5 years? In fact, 70% end up […]

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Planning Pays Off: An Illustrative Look at Carrie Fisher’s Semi-Failed Estate Plan

Whether your estate is modest or movie star worthy, the value of a good estate plan, properly handled, cannot be underestimated. A comprehensive plan can mean the difference between an expensive and unnecessary “time spent in court headache” for your loved ones or an easy “in your lawyer’s office” transition that allows your family time […]

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Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?

Perhaps you’ve heard from a well-meaning friend or advisor that you can use an inexpensive Transfer on Death Deed to keep your property out of court without going to the trouble of creating a Living Trust. If so, read this before you rely on a Transfer on Death Deed to ensure that you aren’t creating […]

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Planning to Protect Your Assets

Asset protection planning is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important. The most foundational level of asset protection is to plan for what will happen to your assets in the event of your incapacity or death because you are 100% guaranteed to have […]

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Bitcoin, Ethereum, and the Blockchain — What Happens When You Die?

Unless you’ve been living under a rock, you’ve probably heard about Bitcoin. But, you may not know what it is or how it affects your estate planning. Or, maybe you’ve got yourself some Bitcoin, but haven’t given thought to what would happen to your digital currency in the event of your death or incapacity. So […]

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How “Shopping Around” for An Estate Plan Could Leave Your Family With an Expensive, Unintended Mess

Maybe you’ve heard that before investing in a professional service you should “get three estimates.”  While often this is wise advice, it’s actually a bad idea when it comes to estate planning. This article explains why and how you can ensure you get the most efficient and affordable plan possible for your family without shopping […]

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Tax Lessons to be Learned from Celebrity Estate Plans

A celebrity’s image and likeness can continue to produce considerable income after death. This type of intellectual property is considered part of your estate, and the IRS can tax its value. In the case of pop star Michael Jackson’s estate, that recently meant an IRS bill to the tune of $64.5 million, years after his […]

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Facing Grief After the Death of a Loved One Can Be the Key to a Life of Health and Wholeness

If you have ever met someone who repeatedly sabotaged their life or seemed to have a hard time moving things forward, despite the best of intentions, it may be that they were dealing with unprocessed grief. Most people have never been taught to deal with grief and as a result are stuck dealing with confusing […]

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Commit to Your Estate Plan Before Committing to a Trip Away

If you are planning a vacation, you probably have a lot to prepare for before you get away. Between structuring your itinerary, getting plane tickets or train reservations, and booking hotels, creating an estate plan is probably not something you thought to add to your to-do list. But, think again and consider that now is […]

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