Honoring Your Sacrifice: Estate Planning Essentials for Military Families
Each year on November 11, the nation pauses to honor the courage and sacrifice of those who’ve served in ...
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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.
Awakened Parenting,
Planning for Seniors,
Caring for Elderly Parents,
Life Planning,
Estate Planning
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...
Estate Planning,
Celebrity Estate Planning,
Estate Planning Mistakes
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...
Asset Protection,
Family Financial Planning,
Save Money On Your Taxes,
Awakened Parenting,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes
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...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Estate Planning,
Estate Planning Mistakes
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...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning,
Kids Protection Planning
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...
Estate Planning,
Celebrity Estate Planning,
Kids Protection Planning
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...
Family Financial Planning,
Estate Planning
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 ...
Enlightened Insurance,
Family Financial Planning,
Save Money On Your Taxes,
Life Planning
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 ...
Family Financial Planning,
Life Planning,
Estate Planning
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...
Asset Protection,
Family Financial Planning,
Save Money On Your Taxes,
Planning for Seniors,
Life Planning,
Estate Planning
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...
Asset Protection,
Family Financial Planning,
wills and trusts,
Life Planning,
Estate Planning,
Estate Planning Mistakes
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...
Asset Protection,
Family Financial Planning,
Save Money On Your Taxes,
Life Planning,
Estate Planning Mistakes
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...
Family Financial Planning,
Planning for Seniors,
Life Planning
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...
Life Planning,
Estate Planning
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...
wills and trusts,
Planning for Seniors,
Caring for Elderly Parents,
Life Planning
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...
Enlightened Insurance,
Family Financial Planning,
Planning for Seniors,
Life Planning,
Estate Planning
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...
Asset Protection,
Family Financial Planning,
Save Money On Your Taxes,
Planning for Seniors,
Life Planning
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...
Asset Protection,
Family Financial Planning,
Save Money On Your Taxes,
Planning for Seniors,
Life Planning
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...
Family Financial Planning,
Planning for Seniors,
Caring for Elderly Parents,
Life Planning
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...
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Blended Family Issues,
Life Planning,
Estate Planning,
Kids Protection Planning
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...
Blended Family Issues,
Estate Planning
Estate Planning for the Blended Family
Balancing the needs of a multi-generational blended family with your own wishes can be a complicated task...
Family Financial Planning,
Save Money On Your Taxes,
Life Planning,
Estate Planning
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...
wills and trusts,
Life Planning,
Planning for Your Pets,
Estate Planning
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 ...
Asset Protection,
Family Financial Planning,
wills and trusts,
Estate Planning,
Estate Planning Mistakes
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...
Asset Protection,
Family Financial Planning,
Save Money On Your Taxes,
Estate Planning Mistakes
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...
Asset Protection,
Family Financial Planning,
wills and trusts,
Planning for Seniors,
Life Planning,
Planning for Your Pets,
Estate Planning,
Estate Planning Mistakes
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...
Asset Protection,
Family Financial Planning,
wills and trusts,
Estate Planning,
Kids Protection Planning,
Estate Planning Mistakes
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...
Asset Protection,
Estate Planning,
Conscious Divorce
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...
Get Your Copy of Wear Clean Underwear to plan for your family’s future.
You've planned your kids’ birthday parties, playdates, and education. But have you adequately planned for the care of your family if the unthinkable happened? What provisions are needed in the first 24 hours while the officials locate your family members and arrange for your children's care?
In an easy-to-read "choose your own adventure" story format, Wear Clean Underwear guides you to know the exact right legal steps for yourself and the people you love.