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What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It) | PFL ®

You open the door to your parents' home for the first time since the funeral. Closets stuffed with decade...

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Latest Articles

There is no shortage of advice flying around about estate planning, much of it from people who aren't even lawyers. Get insight on the popular pitfalls and how emerging economic shifts like cryptocurrency can affect your plan.

Make a Contract With Your Teen Driver This Summer

It’s summer and that means more teen drivers on the road. Statistics show teens have twice as many accide...

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...

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 en...

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 o...

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 n...

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...

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 ...

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...

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...

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 incl...

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 millio...

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 retir...

The Risks of Poorman’s Estate Planning: How to Pass on Property & Avoid Probate the Right Way

They call it the “poor man’s estate planning.” Put your child on the title to your deed and avoid probate...

Congratulations! It’s an Estate Plan! Protecting Your Newborn From Birth

In the process of becoming new parents, many couples become experts at planning – scheduling the birthing...

What We Can Learn From Downton Abbey About Estate Planning

Downton Abbey – the PBS drama about the fortunes and misfortunes of an aristocratic British family in the...

New Social Security Rules and Services for 2013

There have been a number of new rules and services implemented by the Social Security Administration for ...

5 Ways to Ease the Pain of the Payroll Tax Hike

While the fiscal cliff tax deal cut by Congress last month targeted primarily higher wage earners, every ...

How to Secure Your Personal Information Online

Most of us conduct a lot of our personal business online these days, so the necessity of being savvy when...

Tips to Help You Reboot Your Retirement Plan

Planning for a long and prosperous retirement is no longer just about the money; because of the recession...

Will-Based vs. Trust-Based Plans: Key Differences Explained | PFL®

In this article I will explain the difference between a Will-based plan and a Trust-based plan so you can...

The Fiscal Cliff Tax Deal: For Most of Us, It's a Wash

The American Taxpayer Relief Act of 2012 that Congress passed on New Year's Day extended the Bush era tax...

5 Things We Should Learn From Our Parents About Retirement

When we talk about retirement, most of us are still thinking about our parents’ retirement and how they d...

How to Talk to a Loved One About Estate Planning

Estate planning rarely comes up in the course of regular conversation and if it does, it is usually invol...

Holidays a Perfect Opportunity to Check Up on Aging Parents

The holidays are a traditional time for multiple generations to gather together, and are also a perfect o...

Longevity Insurance Can Help Those Worried About Outliving Their Money

With longer life spans comes the necessity to be sure your money is around at least as long as you are. L...

Savvy Year-End Tax Moves for Retirement Plan Owners

Even though the elections are over, no one knows what Congress will do by the end of the year when it com...

Retirement Planning Guidelines for Every Age

You’re never too young or too old to save for retirement; here are some guidelines by age group: Under 25...

How to Protect Elderly Parents From Financial Abuse

According to a recent study by the Investor Protection Trust and Investor Protection Institute, the top t...

When It Comes to Inheritance, Treating Children Equally Not Always the Best Plan

While most parents have the inclination to treat all their children equally when it comes to an inheritan...

Estate Planning for the Blended Family

Balancing the needs of a multi-generational blended family with your own wishes can be a complicated task...

Planning for Estate Taxes in 2013 and Beyond

What will happen to estate taxes in 2013? Right now, you may as well try to predict what the weather will...

How to Create a Pet Trust

There is no doubt we are a nation of pet lovers. Unfortunately, the law as it is currently written views ...

How to Correctly Name Beneficiaries for Your IRAs

You could be unintentionally reducing your family’s wealth potential if you do not properly designate the...

What to Do When You Inherit a Retirement Account

As a Personal Family Lawyer®, I am often asked to help people who inherit a retirement account. The actio...

What a Will Won’t Do

There are a number of essential things a last will and testament can do for you, such as distribute famil...

Avoid these 10 Common Estate Planning Mistakes

As a Personal Family Lawyer®, I see many of the same estate planning mistakes made time and again by peop...

How to Protect Your Assets from a Child’s Divorce

A child’s wedding day is one of the happiest occasions in life for most parents, especially when they app...

The Cost of Doing Nothing: How Lack of Planning Could Leave Your Child with Special Needs in Crisis

As a parent of a child with special needs, you already carry more on your shoulders than most people real...

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