Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You may already be familiar w...
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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.
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning,
Kids Protection Planning
How to Balance Family Memories with Future Plans for a Vacation Home
Summer has officially arrived and for those of us fortunate enough to have a vacation home – whether it’s...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes
Give While You Live to Avoid a Family Feud
A recent article in the New York Post about brothers battling over a painting from their uncle’s estate s...
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
wills and trusts,
Save Money On Your Taxes,
Planning for Seniors,
Life Planning,
Estate Planning
How to Protect Life Insurance Proceeds from Taxation
If you have been responsible enough to purchase a life insurance policy as added protection for your love...
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
Estate Planning
4 Steps You Should Take to Protect Your Money
Asset protection is not something most people think too deeply about. Most of us are busy trying to accum...
Asset Protection,
Family Financial Planning,
wills and trusts,
Life Planning,
Estate Planning,
Estate Planning Mistakes
How to Preserve a Family Vacation Home with a Trust
If you are fortunate enough to have a family vacation home, you know the emotional value it holds for eve...
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
Save Money On Your Taxes,
Life Planning
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 ...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Blended Family Issues,
Life Planning,
Estate Planning
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 ha...
Asset Protection,
Family Financial Planning,
wills and trusts,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes
How Much Do You Charge for a Will?
If you came to this page to find out what I’ll charge you for a Will or you are considering calling me (o...
Asset Protection,
Family Financial Planning,
wills and trusts,
Save Money On Your Taxes,
Same Gender Couples,
Planning for Seniors,
Blended Family Issues,
Life Planning,
Estate Planning
Windsor Ruling Expands Estate Planning Prospects for Married Same-Sex Couples
In June, the U.S. Supreme Court ruling in United States v. Windsor invalidated the federal Defense of Mar...
Asset Protection,
Estate Planning,
Kids Protection Planning
7 Good Reasons You Need An Estate Plan -- Even If You Only Have $500 in the Bank
Contrary to popular belief, estate planning is not just about money or taxes. Far from it. Today, it’s mo...
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
Planning for Seniors,
Life Planning
How to Ensure Your Life Insurance Benefits Go to Your Heirs
Recently, 11 major life insurance companies agreed to pay $763 million to the heirs of deceased policyhol...
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
wills and trusts,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes
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...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning,
Estate Planning Mistakes
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...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Blended Family Issues,
Life Planning,
Estate Planning,
Celebrity Estate Planning
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...
Asset Protection,
Family Financial Planning,
Planning for Seniors,
Life Planning,
Estate Planning
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...
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...
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...
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...
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...
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.