Help Your Parents Avoid These New Financial Scams - Part 1
September 26, 2023
Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ...
Read MoreFraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ...
Read MoreThere 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.
Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ...
You might think that estate planning is something you can complete one time and then check off your to-do...
Maybe you thought that creating a Will or Trust is something you can do once and then your family and ass...
July is National Family Reunion Month and the perfect time to reconnect with family from near and far, sh...
Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you...
Last week we started the discussion of why it’s so important for LGBTQ+ families to invest in custom esta...
June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight o...
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one ...
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most pe...
Blended families were once considered “non-traditional” families, but today, blended families are becomin...
Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, televisio...
I know discussing topics like death, incapacity, and other potentially frightening life events, with some...
Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy y...
As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An es...
As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumsta...
In most cases, from the most sophisticated business people with the highest net worth to those just start...
Like most people, you likely think estate planning is just one more task to check off your life’s endless...
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the ...
What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’...
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name...
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto ma...
If you have preferences about what happens to your digital footprint after your death, you need to take a...
If you have preferences about what happens to your digital footprint after your death, you need to take a...
If you have preferences about what happens to your digital footprint after your death, you need to take a...
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is...
Before we talk about how to choose the right Trustee, let’s talk about what a Trustee does and whether yo...
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, yo...
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very ...
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very ...
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every d...
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriag...
When creating an estate plan, people are often most concerned with passing on the “big things” like real ...
When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—abo...
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of...
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priori...
In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done...
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become...
Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the ...
Over just the last two years, we’ve seen historic levels of damage caused by natural disasters in the U.S...
Whether you’ve met with an estate planning lawyer before or it’s your first time, it’s important to under...
If you are running a business, it’s easy to give estate planning less priority than your other business m...
Life insurance is a key component of your family’s estate plan, offering those who depend on you for thei...
As we head into the third year of the pandemic, we are coming to terms with just how fragile our lives an...
This article is part two of a two-part series on the benefits of putting your home in a trust. Part one o...
As you likely already know, but may not have given much thought about, the most important inheritance you...
Our nation’s population is aging at a faster rate than ever before, and collectively we are living much l...
When it comes to estate planning, you’ve most likely heard people mention a couple of different types of ...
The pandemic has caused Americans to change their behavior in a number of different ways, and one of the ...
Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you ...
Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of ...
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed sp...
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed sp...
If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being...
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundatio...
It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In f...
Recent advances in digital technology have made many aspects of our lives exponentially easier and more c...
Recent advances in digital technology have made many aspects of our lives exponentially easier and more c...
Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s c...
Whether you are married or not, if you are involved in a committed partnership with another individual, e...
Whether you are married or in a committed partnership, estate planning is about much more than planning f...
When you are a kid, finding a suitable gift for Father’s Day can be a struggle. You want to get Dad somet...
With the arrival of summer, young people across the country are about to reach a key milestone: high scho...
As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add “esta...
As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add “esta...
A last will and testament is the most commonly thought-of document when it comes to an estate plan. But r...
The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real life and n...
The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real life and n...
If you use Facebook to share, track, and report on important life events, it can provide an intimate snap...
Within the past year, a combination of new legislation and the recent change of leadership in the White H...
If you own a business, you almost certainly have intellectual property. However, because your intellectua...
Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to a...
With COVID-19 still raging, your 2020 holiday season may not feature the big family get-togethers of year...
Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an es...
Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an es...
A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitabl...
Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, inc...
Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, inc...
November 6, 2020 is “National Love Your Lawyer Day,” which started in 2001 as a way to celebrate lawyers ...
October 19th-25th, 2020 is National Estate Planning Awareness Week, so if you've been thinking about crea...
No matter who you vote for on November 3rd, you may want to start considering the potential legal, financ...
No matter who you are voting for on November 3rd, you may want to start considering the potential legal, ...
Being asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, bu...
While estate planning is probably one of the last things your teenage kids are thinking about, given the ...
The days of working for a single employer for decades until you retire are over. Today, you are much more...
In response to a series of wildfires that ravaged Southern California in 2017, we wrote a previous articl...
A case on the Supreme Court’s docket for October could have a major impact on the parental rights of same...
In the first part of this series, we discussed the vital importance of having updated advance directives ...
As the COVID-19 pandemic continues to ravage the country, doctors across the nation are joining lawyers i...
In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gia...
If you have a blended family and do not plan for what happens to your assets in the event of your incapac...
Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of ...
With all of the media about “digital wills” and “online estate planning” it could be tempting to think yo...
Right now, huge numbers of people are coming face to face with their own mortality, and realizing they ne...
As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implement...
Do your parents have an estate plan? Is it up to date? No matter how rich or poor you or your parents are...
If you have pets, my guess is that you love them as much as you do your children, but I’m also guessing t...
A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legal...
As you no doubt already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopt...
Both wills and trusts are estate planning documents that can be used to pass your wealth and property to ...
Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s...
Although digital technology has made many aspects of our lives much easier and more convenient, it has al...
As we head into the peak of the holiday season, you’re likely spending more time than usual surrounded by...
Watching your kids leave home to attend college or start their career can be an emotional time for you as...
Last week, we shared the first part of this series on the dangers of do-it-yourself estate planning. Here...
Do a Google search for “online estate planning documents,” and you’ll find dozens of different websites. ...
In the first part of this series, we discussed a unique planning tool known as a Lifetime Asset Protectio...
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of ...
With societal attitudes about love, marriage, and parenting constantly evolving, our perception of what c...
When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at a...
In the first part of this series, we discussed how some professional adult guardians have used their powe...
Now that same-gender couples can legally marry in all 50 states, more Americans than ever before are enjo...
These days, lots of people consider their pets to be members of their family. Indeed, pets can become our...
If you were to suddenly die today, would your loved ones know how to quickly find your estate planning do...
This is the fourth in an ongoing series of NLBM articles discussing the true costs and consequences of fa...
This is the third in an ongoing series of NLBM articles discussing the true costs and consequences of fai...
Last week, we discussed the benefits of a unique estate planning vehicle known as Lifetime Asset Protecti...
In the first part of this series, we discussed one of the most frequent causes for dispute over your esta...
No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll beh...
This is the first in an ongoing series of NLBM articles discussing the true costs and consequences of fai...
Divorce can be traumatic for the whole family. Even if the process is amicable, it involves many tough de...
Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservati...
In the first part of this series, we discussed the first three of six questions you should ask yourself w...
Selecting a beneficiary for your life insurance policy sounds pretty straightforward. You’re just decidin...
Being asked by a family member or close friend to serve as trustee for their trust upon their death can b...
In late February, Luke Perry, who became famous starring in the 1990s TV series Beverly Hills 90210, suff...
Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properl...
The recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basi...
With the cost of a funeral averaging $7,000 and steadily increasing each year, every estate plan should i...
In the first part of this series, we discussed the estate planning tools all unmarried couples should hav...
Estate planning is often considered something you only need to worry about once you get married. But the ...
If you’re an animal lover and have a pet of your own, you likely consider your pet to be a member of the ...
With the holiday season here, you’re probably spending lots of time with your family and friends. During ...
It’s common for families of those with Alzheimer's and other forms of dementia to realize that at some po...
In the first part of this series, we discussed the importance of including your digital assets in your es...
If you’ve created an estate plan, it likely includes traditional wealth and assets like finances, real es...
In the weeks before her death from ovarian cancer, author Amy Krouse Rosenthal gave her husband Jason one...
Want to know a proven way to live a more fulfilling life? All you have to do is fully accept the fact tha...
If you’re active on social media, Facebook probably plays a prominent role in your life. And now the soci...
Aretha Franklin, heralded as the “Queen of Soul,” died from pancreatic cancer at age 76 on August 16th at...
It’s back-to-school time again, and when it comes to estate planning you may have homework to do. As a pa...
Last week, we shared the first part of this series explaining the powers and duties that come with servin...
If a friend or family member has asked you to serve as trustee for their trust upon their death, you shou...
Whether through illness, injury, or other means, anyone can require a guardian to become appointed if the...
One of the biggest appeals of cryptocurrency, like Bitcoin, is that it is decentralized, unregulated, and...
Last week, we shared the first part of our series on the importance of estate planning for those without ...
It’s a common misconception to think that if you don’t have children, you don’t need to worry about estat...
Last week, we shared the first part of our series on selecting and naming the right guardians for your ch...
One of your most important responsibilities as a parent is to select and legally document guardians for y...
Estate planning really should be considered as soon as you acquire your first asset, have a child, or ste...
When discussing estate planning, a will is what most people think of first. Indeed, wills have been the m...
With high school graduation coming up, many parents will soon watch their children become adults (at leas...
It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In f...
Discussing death can be awkward, and many people would prefer just to ignore estate planning all together...
These days, second and even third marriages are fairly commonplace. And the estate planning issues that a...
In 2015, when the Supreme Court ruled that same-gender couples had the right to marry, the LGBTQ communit...
Since estate planning involves thinking about death, many people put it off until their senior years or s...
Whether you’ve met with an estate planning attorney before or it’s your first time, it’s important to und...
A last will and testament is the most commonly thought of document when it comes to an estate plan. But, ...
As the baby boomer generation ages—and downsizes—more and more adult children will be tasked with going t...
If you have pets, you probably want to make sure they are well-taken care of, if anything happens to you....
Self-made millionaires are not uncommon in the dotcom era, but their fortunes pale in comparison to those...
When you come into a cash surplus from a company bonus, a tax refund, an inheritance or something similar...
Whether your estate is modest or movie star worthy, the value of a good estate plan, properly handled, ca...
Perhaps you’ve heard from a well-meaning friend or advisor that you can use an inexpensive Transfer on De...
Asset protection planning is an important step to take in safeguarding your hard-earned assets from being...
Unless you’ve been living under a rock, you’ve probably heard about Bitcoin. But, you may not know what i...
Maybe you’ve heard that before investing in a professional service you should “get three estimates.” Whil...
A celebrity's image and likeness can continue to produce considerable income after death. This type of in...
If you have ever met someone who repeatedly sabotaged their life or seemed to have a hard time moving thi...
If you are planning a vacation, you probably have a lot to prepare for before you get away. Between struc...
Many of us are too afraid of death to carefully consider what happens to our bodies after we die. Unfortu...
What can we learn from earlier generations? Quite a bit, says Brendon Burchard, but only if we ask the ri...
If you are considering a divorce, it’s critical to understand the impact of your divorce on what would ha...
A comprehensive estate plan can protect the things that matter most. For many, this means their property ...
If your pet is beloved as a family member, you likely want to ensure that he or she will be well cared fo...
Donald Trump has proposed a radical tax reform agenda for his presidency. Part of this reform is his inte...
Blended families, unmarried couples, assistive reproductive technology (ART) and same-sex unions and marr...
Decisions about your health care are some of the most important you will ever make. Don’t put off making ...
Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the ...
Power of attorney (POA) is a document that grants a specific person, called an agent, the authority to ma...
Young families face different estate planning needs and challenges than those who have had a long life be...
If you created an estate plan that includes a living trust, you must review it to determine if it contain...
In Steve Jobs’ 2005 commencement speech at Stanford University, he said: “Remembering that I’ll be dead s...
In the wake of the Supreme Court’s landmark ruling in Obergefell v. Hodges, same-sex couples nationwide f...
Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. ...
In our last newsletter, we shared the first part of our article on how to discuss estate planning with ag...
Someone you love is aging. Or maybe, facing a potentially terminal illness. And you know it’s time for th...
Bhutan is an independent state in Southeast Asia, bordered by China to the north and India to the south. ...
Even if you do not have an estate plan that you’ve created, the State has one for you. And it’s likely on...
In anticipation of the election and in response to public demand, Hillary and Bill Clinton have released ...
Electronic technology has brought about tremendous benefits for today’s society. We can access goods, ser...
If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are w...
Most of us want to make a mark in the world. That’s a big part of what gives our lives meaning. And wheth...
How often do you wish you knew more about your family? When we’re young, we don’t necessarily pay attenti...
Starting a new family is always exciting and even a tad scary. This natural apprehension can be enhanced ...
When you picture a “normal” family, what do you see? Is it the traditional notion of one male parent and ...
If you are like most parents, your primary objective is to support your children to be prepared to handle...
You’ve spent your entire life building up your retirement account. It may even be the biggest asset you’l...
The untimely death of superstar Prince has brought a surprising issue to American living rooms: estate pl...
If your marriage is on the rocks, one of your many worries is probably the impact divorce will have on yo...
Is it time to have “the talk” with your kids? We’re not talking about a “birds and bees” talk but one tha...
For those of us who have pets that would be left behind after we die, there may be a desire to make arran...
Imagine this: your elderly uncle with no family near his home travels South to Florida for surgery and ha...
To some degree or another, we are all a function of the social environments in which we were raised. Of c...
When I heard that Mark Zuckerberg and his wife, Dr. Priscilla Chan, were donating 99 percent of their Fac...
The holidays are traditionally the time for family gatherings, where generations come together and perfor...
Many parents want to know the best way to leave a home to their children. Before you make a plan, you sho...
A trust is a legal creation set up to benefit someone or something. For example, some people set up trust...
It’s summer, when travel is the busiest and careful planning is necessary to nab the best airfare or book...
The term “blended family” has become commonplace in our society and refers to a family where one or both ...
If you are in your “golden years” and are looking for ways to spread your wealth, you should consider the...
When you have a family member with special needs, it is important to understand that your estate planning...
You have likely heard over and over that there are many advantages to creating a comprehensive estate pla...
The passing of family heirlooms from one generation to another should be welcome tradition in most famili...
Many parents believe that by adding a child’s name to a property deed, they can pass along the property o...
If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being...
The assets you leave to your loved ones can either be a source of relief or, sometimes, a source of panic...
It’s no secret that a majority of Americans are ill-prepared for retirement. A recent Forbes.com post det...
It is natural for parents to want to treat their children equally when it comes to inheritances. However,...
If you’re like most Americans, you have a rich digital life. You may bank online, invest online and certa...
Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But ...
The shock over the death of 47-year-old SurveyMonkey CEO Dave Goldberg, husband of Facebook COO Sheryl Sa...
There is much to be learned from the mistakes of others and the celebrity world abounds with cautionary t...
A 2010 study conducted by the Investor Protection Trust found that more than seven million older American...
A common estate planning mistake many people make – including celebrities like Michael Jackson – is not e...
Current research shows that only about half of Americans have a will, and probably less than that have ch...
Once you have chosen the people you want to receive any of your assets -- either from a will, a trust, a ...
The poverty rate among seniors is rising, giving rise to the question of whether or not it is possible to...
The recession made many parents and grandparents into personal bankers, making loans to strapped children...
Estate planning is an ongoing process, and plans should be reviewed with a qualified estate planning atto...
Avoiding the need for a conservatorship – the process whereby someone is appointed by a court to assume r...
Even the best intentions can have unintended consequences when it comes to estate planning. A case now wi...
Americans today are getting married later in life. Currently, the average age of a first marriage is 27 f...
Women outlive men, make less during their careers and have less in savings due to pay discrepancies and t...
One of the most prevalent misconceptions when it comes to estate planning is that if you have a will, it ...
Last year’s uncertainty about the future of the estate and gift tax caused many people to put their estat...
Alzheimer’s Disease is in the news again thanks to Academy Award winner Julianne Moore’s performance in t...
With the federal estate tax exemption at $5.43 million for 2015, many people think estate planning is unn...
Robin Williams’ wife Susan has gone to court over personal items she says were taken from the couple’s Ti...
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A t...
James Brown was known for his signature song, “I Feel Good,” but no one is feeling good about the battle ...
The film “Black Heirlooms” has not received any Oscar nominations. It was made by 32-year-old Amanda Brow...
Everyone needs an agent – and not the Hollywood type. An agent is someone you designate to handle your es...
A new year always brings the sad reviews of notable personalities who have died in the past year. Two not...
When your children were small, you no doubt suffered the challenge of keeping peace in the family. We see...
There are many goals most of us want to accomplish in life, and some of the most important ones center on...
Famous comedienne, Joan Rivers, who died unexpectedly on September 4, 2014, from what is alleged to be a ...
Families of those with disabilities - physical or mental - are typically concerned with the best way to f...
Take a moment and consider how much of your life you live online. If you are like most of us, you bank, p...
Creating an estate plan to protect your financial future and that of your family is just the first step i...
According to the Investment Company Institute, the use of IRAs for retirement saving has increased in the...
Parents of children with special needs usually share one overriding concern: what will happen to my child...
Legendary Hollywood actress Lauren Bacall died on August 12, 2014, leaving behind an estate estimated at ...
Whether you have a lost a spouse or partner through divorce or death, being thrust into singlehood can be...
You bring your children into the world with love. You raise them with love. If you’re going all the way a...
One of the most eloquent responses to Robin Williams’ death came from his best friend Billy Crystal, who ...
If you own real estate, chances are you have purchased insurance to protect your assets against damage or...
While most parents have the best intentions when it comes to teaching their children about handling finan...
Casey Kasem, the celebrity radio host who counted down America’s Top 40 popular songs for years, died on ...
Gifting assets can be a useful estate planning tool if you need to reduce your estate tax bill or for lon...
Maria Shriver knows the devastation of Alzheimer’s disease firsthand. Her beloved father Sargent Shriver,...
It’s no surprise that Americans spend more time planning their summer vacations than they do planning the...
If you have young children, chances are that your summer activities include some careful planning to keep...
Rock musician Sting recently announced that his children will not inherit his estimated $300 million fort...
Do you know what it takes to be a real man? Although the expectations of both men and women have evolved ...
A new study from the Boston College Center on Wealth and Philanthropy shows that the greatest wealth tran...
Summer has officially arrived and for those of us fortunate enough to have a vacation home – whether it’s...
One of the most striking aspects of the recent opening of the National September 11 Memorial & Museum...
Most parents love their children unconditionally and want to do whatever they can to smooth life’s rough ...
Did you know that the best-selling item at Walmart is bananas? It’s true, and has been for several years....
Many people fail to create an estate plan because they don’t truly understand what is involved and theref...
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 1...
If you are like most Americans, you will probably be spending at least some of your vacation time this su...
America is a nation of do-it-yourselfers, but building a deck and creating a legally valid estate plan ar...
Jerry Orbach, who starred as Detective Lennie Briscoe in the popular “Law and Order” television series, d...
A recent article in the New York Post about brothers battling over a painting from their uncle’s estate s...
Estate planning is not a “set it and forget it” kind of thing. Your life changes, your assets change, the...
Oscar-winning actor Philip Seymour Hoffman’s will has been filed for probate and provides a cautionary ta...
Baby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for R...
Paul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high speed car a...
If you have been responsible enough to purchase a life insurance policy as added protection for your love...
If you have minor children and have not yet selected a guardian, you are not unlike many parents who put ...
Asset protection is not something most people think too deeply about. Most of us are busy trying to accum...
If you are fortunate enough to have a family vacation home, you know the emotional value it holds for eve...
Your estate is made up of everything you own, which includes your personal possessions as well as your ho...
When you look around your holiday table this year, you will probably not be thinking about the beneficiar...
A recent Wall Street Journal article noted that boomers and seniors are more interested in passing along ...
If you have not revisited your estate plan this year following the changes made to the estate and gift ta...
Do you consider trusts to be instruments of the wealthy? While it is true that many Americans of means ha...
Most of us who have a pet consider them to be a part of the family; unfortunately, the plans we may have ...
We know that no one likes to think about death, especially their own. Which is why many people procrastin...
If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of ...
For many people, the basics of estate planning are simple enough, but for those families with loved ones ...
We are fast approaching the holidays, when travel is the busiest and careful planning is necessary to nab...
If you came to this page to find out what I’ll charge you for a Will or you are considering calling me (o...
In June, the U.S. Supreme Court ruling in United States v. Windsor invalidated the federal Defense of Mar...
Three-day weekends like the Labor Day just passed give us all the tiniest snippet of a glimpse into what ...
Remember that old joke: How do you eat an elephant? Answer: One bite at a time. At the heart of that gag ...
Beyond the emotional impact that divorce can have on couples of any age that decide to split, it can have...
Contrary to popular belief, estate planning is not just about money or taxes. Far from it. Today, it’s mo...
We are fairly certain the last thing your 18-year-old kid is thinking about is an estate plan. And you ar...
A new trend in identity theft – afterlife identity theft – is on the rise, with thieves scouring obituari...
James Gandolfini, the actor best known for his portrayal of Tony Soprano on HBO’s The Sopranos, died sudd...
Seth Godin is a well known and oft-quoted American entrepreneur who has authored 13 best sellers that hav...
According to a 2011 McAfee study, Americans value the digital assets they own across multiple digital dev...
When you were a kid, your parents dreaded the talk they had to have with you. You know the one. Well, now...
If you make a mistake in naming beneficiaries for your life insurance policy, the people you love will en...
Unfortunately, money has a habit of bringing out the worst in people, even in the best of families. One o...
It’s hard to believe that people who spend a lifetime working hard to accumulate wealth spend little or n...
A will is one of the most basic estate planning documents, and everyone should have one to make sure that...
By now, the flood of floral commercials has already reminded us that Mother’s Day is Sunday, May 12. But ...
Retirement decision-making for boomers is very different than it was for our parents, when it was usually...
The digital afterlife debate over who owns the online assets of someone who has died has been in the news...
Every single adult needs to have an advance health care directive written, signed and in place. This incl...
Three-time New York City Mayor Ed Koch died on Feb. 1, leaving an estate estimated between $10-$11 millio...
Many parents perceive a conflict between funding a child’s college education and building their own retir...
They call it the “poor man’s estate planning.” Put your child on the title to your deed and avoid probate...
In the process of becoming new parents, many couples become experts at planning – scheduling the birthing...
Downton Abbey – the PBS drama about the fortunes and misfortunes of an aristocratic British family in the...
There have been a number of new rules and services implemented by the Social Security Administration for ...
Most of us conduct a lot of our personal business online these days, so the necessity of being savvy when...
Planning for a long and prosperous retirement is no longer just about the money; because of the recession...
In this article I will explain the difference between a Will-based plan and a Trust-based plan so you can...
Estate planning rarely comes up in the course of regular conversation and if it does, it is usually invol...
With longer life spans comes the necessity to be sure your money is around at least as long as you are. L...
While most parents have the inclination to treat all their children equally when it comes to an inheritan...
Balancing the needs of a multi-generational blended family with your own wishes can be a complicated task...
What will happen to estate taxes in 2013? Right now, you may as well try to predict what the weather will...
There is no doubt we are a nation of pet lovers. Unfortunately, the law as it is currently written views ...
You could be unintentionally reducing your family’s wealth potential if you do not properly designate the...
There are a number of essential things a last will and testament can do for you, such as distribute famil...
As a Personal Family Lawyer®, I see many of the same estate planning mistakes made time and again by peop...
A child’s wedding day is one of the happiest occasions in life for most parents, especially when they app...
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Let’s talk about your death . . . or incapacity. If something unfortunate happens, what will happen to your assets that you’ve worked so har...
Hi. I’m John W. Heck. I became a Personal Family Lawyer because I have seen the consequences of failed estate planning in my immediate famil...
In my practice, I focus on Family Protection, Wealth Preservation, and Value-Based Planning. I’m also experienced with wealth planning strat...
Lisa Brown Esq. is the principal attorney for Brown Law Offices. She received her J.D. from The George Washington University Law School and ...
Naureen Rahman has been practicing law for over twenty years in the Maryland, DC-Metropolitan area. She has practiced across numerous sector...
I love being able to guide my clients through a unique planning process that empowers them to live a financially fulfilling life now while e...
Hi, I’m Pam Starsia. I became a Personal Family Lawyer because I’m passionate about educating and empowering people to create estate, life, ...
Kyle Nuttall. I graduated from the University of Oklahoma College of Law in 2007. My first job out of law school was as a landman here in We...
I became a Personal Family Lawyer to help people like you and families like yours plan for the future. Facing the potential for incapacity a...
Your obligation-free consultation with a Personal Family Lawyer is just one click away. Don't let planning for the people you love wait another day.