For the Love of Your Family

Articles to LIFT Your Family

Think About Your Beneficiary Designations Over the Holidays

When you look around your holiday table this year, you will probably not be thinking about the beneficiary designations on your 401(k), IRAs or life insurance policies.  But perhaps you should. Having the wrong beneficiary designated on these and other things like bank accounts, annuities and 529 college savings plans is probably one of the […]

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How to Pass Along Family Heirlooms Peacefully

A recent Wall Street Journal article noted that boomers and seniors are more interested in passing along family heirlooms and history, leaving a legacy for future generations that extends beyond money. Citing a 2012 survey by Allianz Life Insurance that found 86% of boomers and 74% of Americans aged 72+ said keeping family history alive […]

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6 Tax Questions to Ask Before Year-End

Everyone’s “to-do” lists seem to grow longer at this time of year, but yours is incomplete until you ask your Personal Family Lawyer® to support you to get these six tax questions answered before the end of the year: Should I defer or accelerate income?  If it looks like you’ll be in a higher tax […]

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10 Estate Planning Questions to Ask Before Year-End

If you have not revisited your estate plan this year following the changes made to the estate and gift tax laws by the American Taxpayer Relief Act of 2012 passed by Congress on Jan. 1, 2013, ask yourself these 10 questions then schedule a meeting with your Personal Family Lawyer®: Should your estate plan be […]

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7 Reasons to Consider a Trust for Your Family

Do you consider trusts to be instruments of the wealthy?  While it is true that many Americans of means have trusts to protect and pass their wealth, there are a number of reasons why trusts can also be useful for middle-class families.  Here are 7 of them: Control distribution of assets. You wouldn’t hand over […]

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10 Tips for Charitable Giving This Holiday Season

According to a recent Forbes article, Americans donated more than $316 billion to charity last year – and most of that came from individuals.  Holidays are a traditional time of giving, and not just because we like to get in those year-end tax deductions! Forbes provided 10 tips for getting the most out of your […]

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How to Create a Plan to Ensure Your Pet’s Care

Most of us who have a pet consider them to be a part of the family; unfortunately, the plans we may have so carefully put together to protect our loved ones do not take our pets into consideration. According to the ASPCA, only about 17% of dog and cat owners have taken the necessary legal […]

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New Help for Financial Caregivers

If you are helping an elderly parent or relative manage their finances or have been given a power of attorney, then you have both legal and ethical obligations in your role as a fiduciary. Basically, a fiduciary is legally bound to: Act in the person’s best interest.  You are not allowed to use their money […]

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Why Estate Planning is for Life, Not Death

We know that no one likes to think about death, especially their own.  Which is why many people procrastinate when it comes to estate planning.  Because it’s for when you die, right?  Wrong!  When done with a Personal Family Lawyer, creating an estate plan makes your life better. Here are some of the things that […]

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Tips & Rules for Estate Executors and Administrators

If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the details this responsibility entails.  Most parents name a child as an executor, but seldom do children then do the necessary research to see what estate administration is all about – and when […]

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How to Care for Children with Special Needs Through Estate Planning

For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs, the estate planning process is more involved – and definitely more critical. The latest statistics show that five percent of minor children have some sort of disability, and the burden […]

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