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Help Your Parents Avoid These New Financial Scams - Part 1

April 29, 2024

Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ...

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.

Help Your Parents Avoid These New Financial Scams - Part 1

Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ...

10 Life Events That Signal It's Time to Review Your Estate Plan - Part 2

You might think that estate planning is something you can complete one time and then check off your to-do...

10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1

Maybe you thought that creating a Will or Trust is something you can do once and then your family and ass...

Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

July is National Family Reunion Month and the perfect time to reconnect with family from near and far, sh...

Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you...

The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 2

Last week we started the discussion of why it’s so important for LGBTQ+ families to invest in custom esta...

The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 1

June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight o...

Want to Grow Wealth? Warren Buffet's Unexpected Investment Advice

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one ...

Why "Just a Will" Is Never Enough

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most pe...

Create a Stronger Blended Family Through Estate Planning

Blended families were once considered “non-traditional” families, but today, blended families are becomin...

Stephen “tWitch” Boss Dies Without a Will

Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, televisio...

Estate Planning Before You Travel: Why It's Critically Important

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy y...

Why Everyone Needs to Keep Their Estate Plan Updated

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An es...

Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits

As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumsta...

5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess

In most cases, from the most sophisticated business people with the highest net worth to those just start...

Will Your Estate Plan Work When Your Family Needs It?

Like most people, you likely think estate planning is just one more task to check off your life’s endless...

Revocable Living Trust or Irrevocable Trust: Which One Is Right For You?

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the ...

Creditors And Your Estate Plan

What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’...

Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name...

How Will A Recession Affect Your Family?

As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto ma...

How To Manage Your Digital Accounts After Your Death Part—3

If you have preferences about what happens to your digital footprint after your death, you need to take a...

How To Manage Your Digital Accounts After Your Death Part—2

If you have preferences about what happens to your digital footprint after your death, you need to take a...

How To Manage Your Digital Accounts After Your Death—Part 1

If you have preferences about what happens to your digital footprint after your death, you need to take a...

2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?

This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is...

How To Choose the Right Trustee

Before we talk about how to choose the right Trustee, let’s talk about what a Trustee does and whether yo...

Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust

If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, yo...

How Estate Planning Can Reduce The High Cost Of Dying—Part 2

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very ...

How Estate Planning Can Reduce The High Cost Of Dying—Part 1

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very ...

5 Common Estate Planning Concerns For Your Second (Or More) Marriage

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every d...

3 Reasons Why Single Folks With No Children Need An Estate Plan

These days, more and more young people are delaying—if not totally foregoing—a life that involves marriag...

How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud

When creating an estate plan, people are often most concerned with passing on the “big things” like real ...

How Creating A Life & Legacy Plan Creates And Preserves Your Family's Legacy

When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—abo...

3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of...

How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk

If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priori...

Does Your Family Need Umbrella Insurance?

In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done...

Probate: What It Is & How To Avoid It—Part 2

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become...

Probate: What It Is & How To Avoid It—Part 1

Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the ...

Protect Your Home, Family, and Assets From The Threat Of Natural Disasters

Over just the last two years, we’ve seen historic levels of damage caused by natural disasters in the U.S...

What To Expect From Your Initial Meeting With A Personal Family Lawyer®

Whether you’ve met with an estate planning lawyer before or it’s your first time, it’s important to under...

4 Reasons Why Estate Planning Is So Essential For Business Owners

If you are running a business, it’s easy to give estate planning less priority than your other business m...

Purchasing Life Insurance For Your Family: What You Need To Know

Life insurance is a key component of your family’s estate plan, offering those who depend on you for thei...

Don’t Leave Your Children With The Babysitter Until You Read This

As we head into the third year of the pandemic, we are coming to terms with just how fragile our lives an...

Why Putting Your Family Home In A Trust Is A Smart Move—Part 2

This article is part two of a two-part series on the benefits of putting your home in a trust. Part one o...

How to Pass Down Your Family Wealth Legacy During The Holidays

As you likely already know, but may not have given much thought about, the most important inheritance you...

FAQs About Long-Term Care Insurance

Our nation’s population is aging at a faster rate than ever before, and collectively we are living much l...

10 Things You Should Know About Living Wills

When it comes to estate planning, you’ve most likely heard people mention a couple of different types of ...

Think You Are Too Young to Need An Estate Plan? Think Again.

The pandemic has caused Americans to change their behavior in a number of different ways, and one of the ...

2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you ...

How Estate Planning Can Bring Blended Families Closer

Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of ...

With Tax Laws in Flux: What Should You Do Now?

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed sp...

Proposed Changes To Tax Laws That Will Impact Estate Planning—Part 1

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed sp...

Estate Planning Must-Haves For Single Parents

If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being...

Estate Planning 101: Wills vs. Trusts

Wills and trusts are two of the most commonly used estate planning documents, and they form the foundatio...

Don't Forget To Protect Your Furry Family: Estate Planning For Your Pets

It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In f...

All You Need to Know About Including Digital Assets In Your Estate Plan—Part 2

Recent advances in digital technology have made many aspects of our lives exponentially easier and more c...

All You Need to Know About Including Digital Assets In Your Estate Plan—Part 1

Recent advances in digital technology have made many aspects of our lives exponentially easier and more c...

Estate Planning For A Child With Special Needs: What Parents Need To Know

Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s c...

3 Estate Planning Issues For LGBTQ Couples—Part 2

Whether you are married or not, if you are involved in a committed partnership with another individual, e...

3 Estate Planning Issues For LGBTQ+ Couples—Part 1

Whether you are married or in a committed partnership, estate planning is about much more than planning f...

The Perfect Father’s Day Gift for Every Father

When you are a kid, finding a suitable gift for Father’s Day can be a struggle. You want to get Dad somet...

3 Vital Estate Planning Documents For High School Graduates

With the arrival of summer, young people across the country are about to reach a key milestone: high scho...

Just Married? 6 Estate Planning Essentials for Newlyweds—Part 2

As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add “esta...

Just Married? 6 Estate Planning Essentials for Newlyweds—Part 1

As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add “esta...

Consider This Before You Create Your Will Online

A last will and testament is the most commonly thought-of document when it comes to an estate plan. But r...

Legal Gangsters: I Care a Lot Uncovers the Dark Side of Legal Guardianship—Part 2

The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real life and n...

Legal Gangsters: I Care a Lot Uncovers the Dark Side of Guardianship - Part 1

The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real life and n...

Managing Your Digital Afterlife: A Guide To Facebook’s Legacy Contact

If you use Facebook to share, track, and report on important life events, it can provide an intimate snap...

New Developments Transform the Role Life Insurance Plays in Your Planning

Within the past year, a combination of new legislation and the recent change of leadership in the White H...

Does Your Estate Plan Protect Your Intellectual Property?

If you own a business, you almost certainly have intellectual property. However, because your intellectua...

Moving To A New State? Remember to Update Your Estate Plan

Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to a...

4 Tips For Talking About Estate Planning With Your Family Over the Holidays

With COVID-19 still raging, your 2020 holiday season may not feature the big family get-togethers of year...

5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 2

Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an es...

5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 1

Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an es...

6 Things You Should NOT Include In Your Will

A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitabl...

Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 2

Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, inc...

Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1

Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, inc...

Will Your Estate Plan Actually Work When Your Family Needs It?

November 6, 2020 is “National Love Your Lawyer Day,” which started in 2001 as a way to celebrate lawyers ...

4 Reasons Why You Can’t Afford to Go Without An Estate Plan

October 19th-25th, 2020 is National Estate Planning Awareness Week, so if you've been thinking about crea...

Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 2

No matter who you vote for on November 3rd, you may want to start considering the potential legal, financ...

Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 1

No matter who you are voting for on November 3rd, you may want to start considering the potential legal, ...

What You Should Know Before Agreeing to Serve as Trustee

Being asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, bu...

Once Your Kids Are 18, Make Sure They Sign These Documents

While estate planning is probably one of the last things your teenage kids are thinking about, given the ...

Lost An Old 401(k)? Here Are 6 Tips For Finding It

The days of working for a single employer for decades until you retire are over. Today, you are much more...

The Need For a Go-Bag Is Even More Important During a Pandemic

In response to a series of wildfires that ravaged Southern California in 2017, we wrote a previous articl...

Supreme Court Case Could Impact LGBTQ Adoption, But There Are Alternatives

A case on the Supreme Court’s docket for October could have a major impact on the parental rights of same...

COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 2

In the first part of this series, we discussed the vital importance of having updated advance directives ...

COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 1

As the COVID-19 pandemic continues to ravage the country, doctors across the nation are joining lawyers i...

A Tragic Oversight: Kobe Bryant’s Youngest Mistakenly Left Out of Family Trust

In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gia...

Your “Blended” Family Is Likely Headed to Court Unless You Do This

If you have a blended family and do not plan for what happens to your assets in the event of your incapac...

Getting Legal Documents Signed During COVID -- A Reason To Not Go It Alone

Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of ...

Online Wills? When You Should, When You Shouldn't and Where to Do It

With all of the media about “digital wills” and “online estate planning” it could be tempting to think yo...

A Map to Doing the Right Thing for the People You Love During COVID-19

Right now, huge numbers of people are coming face to face with their own mortality, and realizing they ne...

The Most Important Legal and Financial Actions To Take Right Now

As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implement...

Are You Clear About How Your Parents Estate Plan Will Impact You?

Do your parents have an estate plan? Is it up to date? No matter how rich or poor you or your parents are...

What Happens to Your Pets When You Die?

If you have pets, my guess is that you love them as much as you do your children, but I’m also guessing t...

False Security: Is Your Will Legally Valid?

A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legal...

Kobe Bryant's Death Highlights Need for Estate Planning

As you no doubt already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopt...

4 Things Trusts Can Do That Wills Can’t

Both wills and trusts are estate planning documents that can be used to pass your wealth and property to ...

Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries

Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s...

5 Steps For Adding Digital Assets To Your Estate Plan

Although digital technology has made many aspects of our lives much easier and more convenient, it has al...

4 Tips For Discussing Estate Planning With Your Family This Holiday Season

As we head into the peak of the holiday season, you’re likely spending more time than usual surrounded by...

Don’t Let Your Kids Move Out Without Signing These Documents

Watching your kids leave home to attend college or start their career can be an emotional time for you as...

Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 2

Last week, we shared the first part of this series on the dangers of do-it-yourself estate planning. Here...

Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 1

Do a Google search for “online estate planning documents,” and you’ll find dozens of different websites. ...

Lifetime Asset Protection Trusts: Airtight Protection For Your Child’s Inheritance - 2

In the first part of this series, we discussed a unique planning tool known as a Lifetime Asset Protectio...

Lifetime Asset Protection Trusts: Airtight Protection For Your Child’s Inheritance

As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of ...

Is Platonic or Co-Parenting Right For You?

With societal attitudes about love, marriage, and parenting constantly evolving, our perception of what c...

Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased

When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at a...

Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse: Part 2

In the first part of this series, we discussed how some professional adult guardians have used their powe...

Estate Planning Concerns For Married, Same-Gender Couples

Now that same-gender couples can legally marry in all 50 states, more Americans than ever before are enjo...

Why A Will Is Not A Suitable Option For Protecting Your Pet

These days, lots of people consider their pets to be members of their family. Indeed, pets can become our...

Why You Need To Add a ‘When I Die’ File to Your Estate Plan

If you were to suddenly die today, would your loved ones know how to quickly find your estate planning do...

The Real Cost To Your Family of Failed Estate Planning: Not Updating Your Plan

This is the fourth in an ongoing series of NLBM articles discussing the true costs and consequences of fa...

The Real Cost To Your Family: Having No Estate Plan At All

This is the third in an ongoing series of NLBM articles discussing the true costs and consequences of fai...

Safeguard Your Children's Inheritance With a Lifetime Asset Protection Trust

Last week, we discussed the benefits of a unique estate planning vehicle known as Lifetime Asset Protecti...

Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 2

In the first part of this series, we discussed one of the most frequent causes for dispute over your esta...

Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 1

No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll beh...

The Real Cost To Your Family: Not Planning For Incapacity

This is the first in an ongoing series of NLBM articles discussing the true costs and consequences of fai...

5 Estate Planning Must-Dos if You’re Getting Divorced—Part 1

Divorce can be traumatic for the whole family. Even if the process is amicable, it involves many tough de...

4 Critical Estate Planning Tasks to Complete Before Going on Vacation

Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservati...

6 Questions to Consider When Selecting Life Insurance Beneficiaries—Part 2

In the first part of this series, we discussed the first three of six questions you should ask yourself w...

6 Questions to Consider When Selecting Beneficiaries for a Life Insurance Policy

Selecting a beneficiary for your life insurance policy sounds pretty straightforward. You’re just decidin...

Understand What’s At Stake Before Agreeing to Serve as Trustee

Being asked by a family member or close friend to serve as trustee for their trust upon their death can b...

Luke Perry’s Death Demonstrates the Importance of Planning for Incapacity

In late February, Luke Perry, who became famous starring in the 1990s TV series Beverly Hills 90210, suff...

7 Events That Necessitate a Review of Your Estate Plan

Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properl...

Overlooking This Basic Part of Your Estate Plan Can Be Tragic

The recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basi...

Use Estate Planning to Ensure Your Family Isn’t Stuck Paying For Your Funeral

With the cost of a funeral averaging $7,000 and steadily increasing each year, every estate plan should i...

4 Estate Planning Must-Haves for Unmarried Couples—Part 2

In the first part of this series, we discussed the estate planning tools all unmarried couples should hav...

4 Estate Planning Must-Haves for Unmarried Couples—Part 1

Estate planning is often considered something you only need to worry about once you get married. But the ...

Pet Trusts Offer Protection for Your Furry Family

If you’re an animal lover and have a pet of your own, you likely consider your pet to be a member of the ...

4 Ways Estate Planning Can Improve Relationships with Loved Ones

With the holiday season here, you’re probably spending lots of time with your family and friends. During ...

Dementia and Guns: A Tragedy Waiting to Happen

It’s common for families of those with Alzheimer's and other forms of dementia to realize that at some po...

Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 2

In the first part of this series, we discussed the importance of including your digital assets in your es...

Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 1

If you’ve created an estate plan, it likely includes traditional wealth and assets like finances, real es...

Use Estate Planning to Enrich Your Family With More Than Just Material Wealth

In the weeks before her death from ovarian cancer, author Amy Krouse Rosenthal gave her husband Jason one...

To Live a Happier life, Start Thinking About Death Now

Want to know a proven way to live a more fulfilling life? All you have to do is fully accept the fact tha...

What Happens to Your Facebook Account When You Die?

If you’re active on social media, Facebook probably plays a prominent role in your life. And now the soci...

Aretha Franklin Dies Without a Will

Aretha Franklin, heralded as the “Queen of Soul,” died from pancreatic cancer at age 76 on August 16th at...

Do Your Homework to Ensure Your Kids Are Properly Cared For No Matter What

It’s back-to-school time again, and when it comes to estate planning you may have homework to do. As a pa...

Trustees Should Carefully Consider the Role's Duties and Obligations—Part 2

Last week, we shared the first part of this series explaining the powers and duties that come with servin...

Trustees Should Carefully Consider the Role's Duties and Obligations—Part 1

If a friend or family member has asked you to serve as trustee for their trust upon their death, you shou...

Guardianship Questions—In Case A Parent or Loved One Becomes Incapacitated

Whether through illness, injury, or other means, anyone can require a guardian to become appointed if the...

Safeguard Your Cryptocurrency Assets With Estate Planning

One of the biggest appeals of cryptocurrency, like Bitcoin, is that it is decentralized, unregulated, and...

I Don’t Have Kids, So Why Do I Need Estate Planning? Part 2

Last week, we shared the first part of our series on the importance of estate planning for those without ...

I Don’t Have Kids, So Why Do I Need Estate Planning? Part 1

It’s a common misconception to think that if you don’t have children, you don’t need to worry about estat...

6 Steps to Select and Name the Right Guardians for Your Children—Part 2

Last week, we shared the first part of our series on selecting and naming the right guardians for your ch...

6 Steps to Select and Name the Right Guardians for Your Children—Part 1

One of your most important responsibilities as a parent is to select and legally document guardians for y...

Estate Planning Mistakes Seniors Can’t Afford to Make

Estate planning really should be considered as soon as you acquire your first asset, have a child, or ste...

The Key Differences Between Wills and Trusts

When discussing estate planning, a will is what most people think of first. Indeed, wills have been the m...

Before Your Kids Leave For College, Make Sure They Sign These Documents

With high school graduation coming up, many parents will soon watch their children become adults (at leas...

Estate Planning Tips for Ensuring Your Pets Are Properly Cared For

It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In f...

Estate Planning Best Practices Gleaned From Famous Celebrity Deaths

Discussing death can be awkward, and many people would prefer just to ignore estate planning all together...

Common Estate Planning Issues for a Second (or More) Marriage

These days, second and even third marriages are fairly commonplace. And the estate planning issues that a...

Same-Gender Couples Fighting for Parental Rights Can Use Estate Planning

In 2015, when the Supreme Court ruled that same-gender couples had the right to marry, the LGBTQ communit...

5 Common Estate Planning Mistakes and How to Avoid Them

Since estate planning involves thinking about death, many people put it off until their senior years or s...

What to Expect From Your Initial Meeting With Your Personal Family Lawyer®

Whether you’ve met with an estate planning attorney before or it’s your first time, it’s important to und...

Ready to Write Your Will? Consider This Before You Go It Alone or Online.

A last will and testament is the most commonly thought of document when it comes to an estate plan. But, ...

The Downsizing Generation: Handling a Surplus of Stuff When a Loved One Ages

As the baby boomer generation ages—and downsizes—more and more adult children will be tasked with going t...

How to Ensure Your Pets Are Protected in the Event of Your Death or Incapacity

If you have pets, you probably want to make sure they are well-taken care of, if anything happens to you....

The Ten Richest Families in America and Their Rise to Riches

Self-made millionaires are not uncommon in the dotcom era, but their fortunes pale in comparison to those...

What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?

When you come into a cash surplus from a company bonus, a tax refund, an inheritance or something similar...

Planning Pays Off: An Illustrative Look at Carrie Fisher’s Semi-Failed Estate Plan

Whether your estate is modest or movie star worthy, the value of a good estate plan, properly handled, ca...

Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?

Perhaps you’ve heard from a well-meaning friend or advisor that you can use an inexpensive Transfer on De...

Planning to Protect Your Assets

Asset protection planning is an important step to take in safeguarding your hard-earned assets from being...

Bitcoin, Ethereum, and the Blockchain -- What Happens When You Die?

Unless you’ve been living under a rock, you’ve probably heard about Bitcoin. But, you may not know what i...

How “Shopping Around” for An Estate Plan Could Leave Your Family With an Expensive, Unintended Mess

Maybe you’ve heard that before investing in a professional service you should “get three estimates.” Whil...

Tax Lessons to be Learned from Celebrity Estate Plans

A celebrity's image and likeness can continue to produce considerable income after death. This type of in...

Facing Grief After the Death of a Loved One Can Be the Key to a Life of Health and Wholeness

If you have ever met someone who repeatedly sabotaged their life or seemed to have a hard time moving thi...

Commit to Your Estate Plan Before Committing to a Trip Away

If you are planning a vacation, you probably have a lot to prepare for before you get away. Between struc...

What Happens to Your Body When You Die? The Choice Can Be Yours.

Many of us are too afraid of death to carefully consider what happens to our bodies after we die. Unfortu...

Generational Wisdom in 32 Questions

What can we learn from earlier generations? Quite a bit, says Brendon Burchard, but only if we ask the ri...

Estate Planning and Divorce: Incapacity, Death and Alimony Considerations

If you are considering a divorce, it’s critical to understand the impact of your divorce on what would ha...

Estate Planning Essentials for Parents

A comprehensive estate plan can protect the things that matter most. For many, this means their property ...

Planning for the Care of Your Pet: How to Include Your Pet in Your Estate Plan

If your pet is beloved as a family member, you likely want to ensure that he or she will be well cared fo...

Estate Taxes in Trump’s America

Donald Trump has proposed a radical tax reform agenda for his presidency. Part of this reform is his inte...

(Re)Defining Family: Estate Planning for the Post-Nuclear Family

Blended families, unmarried couples, assistive reproductive technology (ART) and same-sex unions and marr...

Three Health Care Documents You Need to Include in Your Estate Plan

Decisions about your health care are some of the most important you will ever make. Don’t put off making ...

How to Incorporate Family Values in Your Estate Planning

Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the ...

Power of Attorney - What is it and Is it Enough?

Power of attorney (POA) is a document that grants a specific person, called an agent, the authority to ma...

Is Your Family “Too Young” to Need an Estate Plan?

Young families face different estate planning needs and challenges than those who have had a long life be...

Alert: If This Language Is In Your Trust, Your Spouse Could Be Screwed Over When You Die … Check Your Plan Today!

If you created an estate plan that includes a living trust, you must review it to determine if it contain...

How to Live Before You Die

In Steve Jobs’ 2005 commencement speech at Stanford University, he said: “Remembering that I’ll be dead s...

Estate Planning After Marriage Equality: What All Couples Should Know

In the wake of the Supreme Court’s landmark ruling in Obergefell v. Hodges, same-sex couples nationwide f...

Why You Need to Update Your Estate Plan After These Life Events

Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. ...

How to Discuss Estate Planning With Aging (or Sick) Loved Ones - Part 2

In our last newsletter, we shared the first part of our article on how to discuss estate planning with ag...

How to Discuss Estate Planning With Aging (or Sick) Loved Ones - Part 1

Someone you love is aging. Or maybe, facing a potentially terminal illness. And you know it’s time for th...

Can Facing Your Death Actually Increase Happiness During Life?

Bhutan is an independent state in Southeast Asia, bordered by China to the north and India to the south. ...

Life Changes that Require an Update to Your Estate Plan

Even if you do not have an estate plan that you’ve created, the State has one for you. And it’s likely on...

What You Can Learn from the Clintons’ Tax Returns

In anticipation of the election and in response to public demand, Hillary and Bill Clinton have released ...

The Four Tricky Cons of 2016

Electronic technology has brought about tremendous benefits for today’s society. We can access goods, ser...

Five Reasons To Never Give An Outright Inheritance To Your Children - and What to Do Instead!

If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are w...

How to Continue Your Family Values for Generations

Most of us want to make a mark in the world. That’s a big part of what gives our lives meaning. And wheth...

Writing Your Life Story: Why

How often do you wish you knew more about your family? When we’re young, we don’t necessarily pay attenti...

Kelly Clarkson Starts Blended Family: What She Needs to Consider

Starting a new family is always exciting and even a tad scary. This natural apprehension can be enhanced ...

Life Is Multifaceted: Teach a Child to Be Open and Embrace Complexities

When you picture a “normal” family, what do you see? Is it the traditional notion of one male parent and ...

Parenting: Build Your Child’s Resilience to Support Their Ultimate Success

If you are like most parents, your primary objective is to support your children to be prepared to handle...

Are You Leaving Your Retirement Account at Risk Due to Poor Planning?

You’ve spent your entire life building up your retirement account. It may even be the biggest asset you’l...

Recent Superstar Death Brings Estate Planning to the Forefront of Discussion

The untimely death of superstar Prince has brought a surprising issue to American living rooms: estate pl...

Financial Myths About Getting a Divorce

If your marriage is on the rocks, one of your many worries is probably the impact divorce will have on yo...

Talking with Your Family About Your Estate Plan

Is it time to have “the talk” with your kids? We’re not talking about a “birds and bees” talk but one tha...

Pets in Your Will

For those of us who have pets that would be left behind after we die, there may be a desire to make arran...

Could This Happen to You or Your Loved One? Town Demolishes House While Owner Is in Hospital

Imagine this: your elderly uncle with no family near his home travels South to Florida for surgery and ha...

Family Financial Traditions

To some degree or another, we are all a function of the social environments in which we were raised. Of c...

Mark Zuckerberg Did Not Pledge 99% of His Facebook Stock to Charity — Here’s What He Did Instead + What He Could Do Even Better

When I heard that Mark Zuckerberg and his wife, Dr. Priscilla Chan, were donating 99 percent of their Fac...

How to Pass On Family Heirlooms Without Causing a Family Feud

The holidays are traditionally the time for family gatherings, where generations come together and perfor...

How To Leave Your Home To Your Kids

Many parents want to know the best way to leave a home to their children. Before you make a plan, you sho...

What Is a Trust?

A trust is a legal creation set up to benefit someone or something. For example, some people set up trust...

Consider Your Estate Plan Before Your Summer Travel

It’s summer, when travel is the busiest and careful planning is necessary to nab the best airfare or book...

Estate Planning for Blended Families

The term “blended family” has become commonplace in our society and refers to a family where one or both ...

Estate Planning with Gifts to Grandchildren

If you are in your “golden years” and are looking for ways to spread your wealth, you should consider the...

Protecting Your Child with a Special Needs Trust

When you have a family member with special needs, it is important to understand that your estate planning...

5 Ways to Keep Your Family Out of Court After You Die

You have likely heard over and over that there are many advantages to creating a comprehensive estate pla...

How to Protect Family Heirlooms From a Family Feud

The passing of family heirlooms from one generation to another should be welcome tradition in most famili...

How to Benefit from an Estate Plan When You Own Real Estate

Many parents believe that by adding a child’s name to a property deed, they can pass along the property o...

What Every Single Parent Needs to Know About Estate Planning

If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being...

Legacy Planning: Leaving More to Your Loved Ones Than Money That Will Be Lost Quickly

The assets you leave to your loved ones can either be a source of relief or, sometimes, a source of panic...

5 Steps to Fix Your Battered Retirement Plan

It’s no secret that a majority of Americans are ill-prepared for retirement. A recent Forbes.com post det...

Why Not Every Child Should be Equal When It Comes to Your Estate Plan

It is natural for parents to want to treat their children equally when it comes to inheritances. However,...

Estate Planning for Your Digital Afterlife

If you’re like most Americans, you have a rich digital life. You may bank online, invest online and certa...

Is Your Living Trust Really Going to Work For the People You Love?

Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But ...

What to Do When a Spouse Suddenly Dies … Lessons from the Death of Sheryl Sandberg’s Husband, Dave Goldberg

The shock over the death of 47-year-old SurveyMonkey CEO Dave Goldberg, husband of Facebook COO Sheryl Sa...

What You Can Learn From the Estate Planning Mistakes of Others

There is much to be learned from the mistakes of others and the celebrity world abounds with cautionary t...

How You Can Avoid Being Taken Advantage of Once You Become Elderly

A 2010 study conducted by the Investor Protection Trust found that more than seven million older American...

How to Fund Your Trust to Avoid Probate

A common estate planning mistake many people make – including celebrities like Michael Jackson – is not e...

How to Tell If It’s Time to Change Your Will

Current research shows that only about half of Americans have a will, and probably less than that have ch...

5 Things You Need to Know Before You Name Beneficiaries

Once you have chosen the people you want to receive any of your assets -- either from a will, a trust, a ...

What Families Need to Know About Debt After Death

The poverty rate among seniors is rising, giving rise to the question of whether or not it is possible to...

Family Loans Must Be Made Properly to Avoid Tax Repercussions

The recession made many parents and grandparents into personal bankers, making loans to strapped children...

10 Items That Should be Evaluated During an Estate Plan Review

Estate planning is an ongoing process, and plans should be reviewed with a qualified estate planning atto...

The Importance of Providing for Incapacity in Your Estate Plan

Avoiding the need for a conservatorship – the process whereby someone is appointed by a court to assume r...

Unintended Consequences from the Case of the Missing Will

Even the best intentions can have unintended consequences when it comes to estate planning. A case now wi...

The Pros and Cons of Prenuptial Agreements

Americans today are getting married later in life. Currently, the average age of a first marriage is 27 f...

What Women Need to Know About Estate Planning

Women outlive men, make less during their careers and have less in savings due to pay discrepancies and t...

Asset Protection: When a Will Won’t Work

One of the most prevalent misconceptions when it comes to estate planning is that if you have a will, it ...

No More Reasons for Delay in Implementing These 5 Estate Planning Essentials

Last year’s uncertainty about the future of the estate and gift tax caused many people to put their estat...

Help for Dealing with a Parent’s Dementia Diagnosis

Alzheimer’s Disease is in the news again thanks to Academy Award winner Julianne Moore’s performance in t...

The Basic Estate Planning Task EVERY Adult Needs to Review Today

With the federal estate tax exemption at $5.43 million for 2015, many people think estate planning is unn...

Robin Williams’ Family Fight Over Personal Property Not So Funny

Robin Williams’ wife Susan has gone to court over personal items she says were taken from the couple’s Ti...

Reasons to Establish a Trust (and Being Rich Isn’t One of Them)

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A t...

No One Feeling Good About Continuing Battle Over James Brown Estate

James Brown was known for his signature song, “I Feel Good,” but no one is feeling good about the battle ...

“And the Estate Planning Oscar Goes To...” Lessons on Film About Family

The film “Black Heirlooms” has not received any Oscar nominations. It was made by 32-year-old Amanda Brow...

Why Everyone Needs an Agent

Everyone needs an agent – and not the Hollywood type. An agent is someone you designate to handle your es...

Life Lessons From Celebrity Deaths on Updating Your Estate Plan

A new year always brings the sad reviews of notable personalities who have died in the past year. Two not...

10 Tips to Ensure Family Harmony Over Your Estate Plan

When your children were small, you no doubt suffered the challenge of keeping peace in the family. We see...

Why You Should Get Estate Planning Off Your To-Do List in 2015

There are many goals most of us want to accomplish in life, and some of the most important ones center on...

Joan Rivers Has Last Laugh Through Use of a Family Trust

Famous comedienne, Joan Rivers, who died unexpectedly on September 4, 2014, from what is alleged to be a ...

Special Needs Trust: Protection for Those Who Need It the Most

Families of those with disabilities - physical or mental - are typically concerned with the best way to f...

The Final Log-Off: What Happens to Your Data When You Die?

Take a moment and consider how much of your life you live online. If you are like most of us, you bank, p...

5 Reasons Why You Need to Review Your Estate Plan

Creating an estate plan to protect your financial future and that of your family is just the first step i...

Leave an Inheritance for Future Generations with a Trusteed IRA

According to the Investment Company Institute, the use of IRAs for retirement saving has increased in the...

How to Create a Lifetime of Care for a Special Needs Child

Parents of children with special needs usually share one overriding concern: what will happen to my child...

Hollywood Legend Lauren Bacall Leaves Large Estate and Two Potentially Large Headaches for Heirs

Legendary Hollywood actress Lauren Bacall died on August 12, 2014, leaving behind an estate estimated at ...

Financial Self-Protection Tips for the Newly Single

Whether you have a lost a spouse or partner through divorce or death, being thrust into singlehood can be...

Why Inheriting in Trust is a Must

You bring your children into the world with love. You raise them with love. If you’re going all the way a...

Robin Williams: A Lesson in Deeds, Not Words + One Error in Planning

One of the most eloquent responses to Robin Williams’ death came from his best friend Billy Crystal, who ...

How to Protect Your Real Estate Assets

If you own real estate, chances are you have purchased insurance to protect your assets against damage or...

If You Don’t Trust Your Kids with Money, You Need a Trust

While most parents have the best intentions when it comes to teaching their children about handling finan...

Casey Kasem’s Estate Planning Not in Anyone’s Top 40

Casey Kasem, the celebrity radio host who counted down America’s Top 40 popular songs for years, died on ...

Ask These 5 Questions Before Gifting Assets

Gifting assets can be a useful estate planning tool if you need to reduce your estate tax bill or for lon...

Legal Steps to Take When Facing a Dementia Diagnosis

Maria Shriver knows the devastation of Alzheimer’s disease firsthand. Her beloved father Sargent Shriver,...

Before You Take Off for Summer Vacation, Take On These 5 To-Dos

It’s no surprise that Americans spend more time planning their summer vacations than they do planning the...

A Plan for Protecting Your Most Valuable Asset: Your Children

If you have young children, chances are that your summer activities include some careful planning to keep...

Will the Inheritance You Leave Be a Blessing or an Albatross?

Rock musician Sting recently announced that his children will not inherit his estimated $300 million fort...

How Real Men Celebrate Father’s Day

Do you know what it takes to be a real man? Although the expectations of both men and women have evolved ...

Greatest Wealth Transfer in History Underway – What’s Your Plan?

A new study from the Boston College Center on Wealth and Philanthropy shows that the greatest wealth tran...

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...

Your Memorial Should Be More Than Just Money

One of the most striking aspects of the recent opening of the National September 11 Memorial & Museum...

Unconditional Love Doesn’t Have to Mean Unconditional Inheritance

Most parents love their children unconditionally and want to do whatever they can to smooth life’s rough ...

Go to Walmart for Bananas, Not Estate Planning

Did you know that the best-selling item at Walmart is bananas? It’s true, and has been for several years....

7 Steps to Creating an Estate Plan That Keeps Your Family Out of Court

Many people fail to create an estate plan because they don’t truly understand what is involved and theref...

The Wealth Creation Trust: A Gift That Keeps On Giving

The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 1...

Vacations Are the Perfect Time for Families to Talk About Estate Planning

If you are like most Americans, you will probably be spending at least some of your vacation time this su...

Why DIY Estate Planning is a Bad Idea For the People You Love

America is a nation of do-it-yourselfers, but building a deck and creating a legally valid estate plan ar...

Law and Disorder: The Jerry Orbach Estate Battle

Jerry Orbach, who starred as Detective Lennie Briscoe in the popular “Law and Order” television series, d...

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...

What’s Changed In Your Life?

Estate planning is not a “set it and forget it” kind of thing. Your life changes, your assets change, the...

Another Actor’s Estate Plan Screwed Up By His Lawyer

Oscar-winning actor Philip Seymour Hoffman’s will has been filed for probate and provides a cautionary ta...

Subject: Receiving an Inheritance One Day? Here’s What to Do Now.

Baby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for R...

5 Fast & Furious Estate Planning Lessons from Paul Walker’s Estate

Paul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high speed car a...

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...

The Perfect Solution for Choosing Your Child’s Guardian

If you have minor children and have not yet selected a guardian, you are not unlike many parents who put ...

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...

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...

How to Use Estate Planning to Leave a Legacy Beyond What You Own

Your estate is made up of everything you own, which includes your personal possessions as well as your ho...

Think About Your Beneficiary Designations Over the Holidays

When you look around your holiday table this year, you will probably not be thinking about the beneficiar...

How to Pass Along Family Heirlooms Peacefully

A recent Wall Street Journal article noted that boomers and seniors are more interested in passing along ...

10 Estate Planning Questions to Ask Before Year-End

If you have not revisited your estate plan this year following the changes made to the estate and gift ta...

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...

How to Create a Plan to Ensure Your Pet’s Care

Most of us who have a pet consider them to be a part of the family; unfortunately, the plans we may have ...

Why Estate Planning is for Life, Not Death

We know that no one likes to think about death, especially their own. Which is why many people procrastin...

Tips & Rules for Estate Executors and Administrators

If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of ...

How to Care for Children with Special Needs Through Estate Planning

For many people, the basics of estate planning are simple enough, but for those families with loved ones ...

Consider Your Estate Plan Before You Travel

We are fast approaching the holidays, when travel is the busiest and careful planning is necessary to nab...

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...

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...

The 10 Keys to Planning and Living Your Best Retirement

Three-day weekends like the Labor Day just passed give us all the tiniest snippet of a glimpse into what ...

Taking the Complexity Out of Estate Planning

Remember that old joke: How do you eat an elephant? Answer: One bite at a time. At the heart of that gag ...

Divorce After 50: Common Mistakes That Can Ruin Retirement

Beyond the emotional impact that divorce can have on couples of any age that decide to split, it can have...

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...

Why You Should Get Your Kids an Estate Plan

We are fairly certain the last thing your 18-year-old kid is thinking about is an estate plan. And you ar...

How to Reduce the Risk of Identity Theft When a Loved One Dies

A new trend in identity theft – afterlife identity theft – is on the rise, with thieves scouring obituari...

Learn From the Expensive Mistakes & Smart Decisions Made By Actor James Gandolfini In Planning for His Estate

James Gandolfini, the actor best known for his portrayal of Tony Soprano on HBO’s The Sopranos, died sudd...

Planning for What Happens Last

Seth Godin is a well known and oft-quoted American entrepreneur who has authored 13 best sellers that hav...

Making a Plan for Your Digital Assets

According to a 2011 McAfee study, Americans value the digital assets they own across multiple digital dev...

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 ...

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...

What is the Difference Between a Will-based plan and a Trust-based plan?

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

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...

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...

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 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...

PFL firms in your area

Hi, I’m Pam Starsia. I became a Personal Family Lawyer because I’m passionate about educating and empowering people to create estate, life, ...

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Juniper Law, PLLC

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...

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Das Law, PLLC

Let’s talk about your death . . . or incapacity. If something unfortunate happens, what will happen to your assets that you’ve worked so har...

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Legacy Lawyers, PLLC

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...

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Edris Law

In my practice, I focus on Family Protection, Wealth Preservation, and Value-Based Planning. I’m also experienced with wealth planning strat...

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Brown Law Offices

Lisa Brown Esq. is the principal attorney for Brown Law Offices. She received her J.D. from The George Washington University Law School and ...

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Millennium Attorney

Naureen Rahman has been practicing law for over twenty years in the Maryland, DC-Metropolitan area. She has practiced across numerous sector...

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Reflections Life Planning, LLC

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...

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I am an attorney dedicated to helping families in Virginia navigate the world of estate planning. With over 22 years of legal experience, I'...

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