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3 Simple Mistakes That Can Derail Your Estate Plan

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% con...

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Latest Articles

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

3 Simple Mistakes That Can Derail Your Estate Plan

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% con...

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2

Because estate planning involves actively thinking about and planning for frightening topics like death, ...

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1

Because estate planning involves actively thinking about and planning for frightening topics like death, ...

Bob Ross' Estate Planning Mistakes: Lessons for Biz Owners PT 2 | PFL®

As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture ico...

A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures —Part 1

As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture ico...

Estate Planning Must-Haves For Single Parents | PFL®

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 | PFL®

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

DMX’s Estate Battle: No Will, Millions in Debt, 15 Heirs – Part 2 | PFL®

Legendary hip hop artist DMX—born Earl Simmons—passed away on April 9 at age 50 after suffering a massive...

DMX Dies Without a Will, in Debt, Leaving 15 Children – Part 1 | PFL®

Legendary hip hop artist DMX—born Earl Simmons—passed away on April 9 at age 50 after suffering a massive...

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...

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...

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...

Aretha Franklin’s Estate Planning Haunts Her Family — Part 2 | PFL®

Nearly three years have passed since Aretha Franklin, known as the “Queen of Soul,” died from pancreatic ...

Aretha Franklin’s Estate Planning Haunts Her Family —Part 1 | PFL®

Nearly three years have passed since Aretha Franklin, known as the “Queen of Soul,” died from pancreatic ...

Former Zappos CEO Tony Hsieh Dies Without A Will—Part 2

Last week in part one of this series, we discussed how Tony Hsieh became an Internet pioneer, starting tw...

Former Zappos CEO Tony Hsieh Dies Without A Will—Part 1 | PFL®

On November 27th, nine days after being pulled unconscious from a house fire in a beachfront home in New ...

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 ...

Black Panther Star Chadwick Boseman Dies Without A Will—Part 2 | PFL®

On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Tayl...

Black Panther Star Chadwick Boseman Dies Without A Will—Part 1

On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Tayl...

What the Netflix Series Tiger King Can Teach You About Asset Protection -Part 3

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that i...

What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 2

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that i...

What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 1

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that i...

Gianna Bryant’s Death Highlights Estate Planning Gaps | PFL®

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 ...

The Risks and Benefits of Online Wills: What You Need to Know | PFL®

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

How to Plan a “Pet Trust” to Protect Your Pet After Your Death

In my previous article, I talked about what to take into consideration when you’re planning for your pet’...

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...

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. ...

Who Will Be Emani’s Legal Guardian After the Death of Her Dad? | PFL®

In the aftermath of rapper Nipsey Hussle’s murder this March, his family and ex-girlfriend have been lock...

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...

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...

The Real Cost To Your Family: Relying On A Will Alone

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

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...

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...

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...

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 ...

When Something is NOT Better Than Nothing—Part 2

Last week, we shared the first part of this series discussing the hidden dangers of do-it-yourself estate...

When Something is NOT Better Than Nothing—Part 1

Go online, and you’ll find tons of websites offering do-it-yourself estate planning documents. Such forms...

What Happens to Your Facebook Account When You Die? | PFL®

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

Don’t Transfer Ownership of Your House to Your Kids Before You Read This

With the cost of long-term care (LTC) skyrocketing, you may be concerned about your (or your elderly pare...

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...

Avoid This Major Mistake When Adding an IRA to Your Estate Plan

Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their wi...

Appoint a Guardian to Keep Your Kids In Safe Hands At All Times

Probably every parent who has watched the news lately has felt the heartbreak over what’s happening to im...

Thicke’s Estate Shows Importance of Properly Drafted and Updated Estate Plans

In the 1980s, the late actor Alan Thicke played the wise-but-hip father figure and psychiatrist Dr. Jason...

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...

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...

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...

The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case

DIY wills are becoming more prevalent as legal services can now be accessed easily online. For better or ...

How Legal Planning Helps Build a Strong Blended Family

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

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...

Navigating Transfer on Death Deeds and Living Trusts | PFL

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

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...

Why You Should Never Buy Your Will From Living Social or Groupon

Of the handful of major life events that require your serious consideration, few are as emotionally charg...

Leaving Without a Plan: Prince Didn't Leave a Will & Here's Why You Should

Even after death, celebrities are highly publicized for their mistakes, many of which we make ourselves. ...

Estate Planning Essentials for Parents

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

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...

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. ...

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...

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...

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...

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 Protect Family Heirlooms From a Family Feud

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

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...

5 Things You Need to Know Before You Name Beneficiaries | PFL®

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

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...

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 ...

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...

No One Feeling Good About Continuing Battle Over James Brown Estate | PFL®

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...

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...

Lauren Bacall's Estate: Lessons in Avoiding Estate Planning Pitfalls

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

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 ...

Estate Planning Lessons from Casey Kasem's Family Feud | PFL®

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

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 | PFL®

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...

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...

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

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

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 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 ...

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...

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...

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...

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

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

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

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

How to Correctly Name Beneficiaries for Your IRAs

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

What to Do When You Inherit a Retirement Account

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

What a Will Won’t Do

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

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