For the Love of Your Family

Articles to LIFT Your Family

The Talk You Need to Have With Your Parents

When you were a kid, your parents dreaded the talk they had to have with you.  You know the one.  Well, now that you are an adult, there’s a talk you need to have with your parents that is likely to be just as squirm-worthy – which is why so many of us put it […]

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10 Common Errors When Naming Life Insurance Beneficiaries That Will Hurt the People You Love – and How to Fix Them

If you make a mistake in naming beneficiaries for your life insurance policy, the people you love will end up being hurt.  Insure.com recently provided a list of the 10 life insurance beneficiary mistakes to avoid.  We elaborate on how they’ll affect you and how to fix them. Naming minor children. If proceeds of your […]

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How to Avoid Family Conflict When Making an Estate Plan

Unfortunately, money has a habit of bringing out the worst in people, even in the best of families.  One of the most important reasons to get your [city/state] estate plan handled is to keep your family out of conflict.  And, yet, without the right counsel, your estate plan could actually cause conflict! Here’s what to […]

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For Estate Planning, There is No Fix –It-And-Forget-It

It’s hard to believe that people who spend a lifetime working hard to accumulate wealth spend little or no time planning for what will happen to it after they pass, especially if children are in the picture.  Yet a recent Consumer Reports survey tells us that 86% of people have not reviewed or updated our […]

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6 Cases When a Trust is Better Than a Will

A will is one of the most basic estate planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you.  But there are some cases when having a trust in addition to a will is imperative; here […]

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Best Mother’s Day Gift Ever? The Kids Protection Planning Kit®

By now, the flood of floral commercials has already reminded us that Mother’s Day is Sunday, May 12.  But before you plunk down a good chunk of change on something that will wilt and die in a week or so, consider a gift that is truly priceless: a plan for your kids (or grandkids) that […]

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5 Key Decisions to Make With Your Spouse Before You Retire

Retirement decision-making for boomers is very different than it was for our parents, when it was usually just one spouse (Dad) who retired, with Mom sometimes reminding him that, “I married you for better or worse, but not for lunch!” Now both working spouses must make a decision together on their retirement, and each may […]

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The Digital Afterlife Debate: What Happens to Your Online Assets After You’re Gone

The digital afterlife debate over who owns the online assets of someone who has died has been in the news recently, brought to light by several families whose children have died tragically and who want access to their child’s online accounts to preserve memories and try, in the case of suicide, to make sense of […]

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The Conversation You Must Have With Your Kids and Your Parents

Every single adult needs to have an advance health care directive written, signed and in place. This includes your children, as soon as they turn 18.  This includes you. This includes your parents. Without an advance health care directive in place, you would not be able to access your child’s medical records, if they are […]

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What You Can Learn From Three-Time NYC Mayor Ed Koch’s Will About Your Estate Planning

Three-time New York City Mayor Ed Koch died on Feb. 1, leaving an estate estimated between $10-$11 million.  And it’s a good thing that “Hizzoner” loved governing, because one-quarter of his estate will be going to the state and federal governments. During his tenure as Mayor, Koch was famous for asking people on the street, […]

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Striking a Balance Between Funding Your Retirement and Your Child’s Education

Many parents perceive a conflict between funding a child’s college education and building their own retirement nest egg.  The conflict usually arises from the lack of financial resources to do both while funding daily living expenses, so parents become stuck between priorities and usually wind up doing nothing at all. One of the things a […]

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