No One Warned Her About the Widow Penalty. Her First Tax Return Did.
She had been filing taxes the same way for thirty years. Married filing jointly. Two incomes, two Social ...
Discover Practical Planning Solutions
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.
Estate Planning,
Celebrity Estate Planning,
Estate Planning Mistakes
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...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes
Give While You Live to Avoid a Family Feud
A recent article in the New York Post about brothers battling over a painting from their uncle’s estate s...
Estate Planning,
Celebrity Estate Planning,
Estate Planning Mistakes
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...
wills and trusts,
Estate Planning,
Celebrity Estate Planning,
Estate Planning Mistakes
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...
Asset Protection,
Family Financial Planning,
wills and trusts,
Life Planning,
Estate Planning,
Estate Planning Mistakes
How to Preserve a Family Vacation Home with a Trust
If you are fortunate enough to have a family vacation home, you know the emotional value it holds for eve...
wills and trusts,
Life Planning,
Planning for Your Pets,
Estate Planning,
Estate Planning Mistakes
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 ...
Asset Protection,
Family Financial Planning,
wills and trusts,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes
How Much Do You Charge for a Will?
If you came to this page to find out what I’ll charge you for a Will or you are considering calling me (o...
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
wills and trusts,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes
10 Common Errors When Naming Life Insurance Beneficiaries That Will Hurt the People You Love – and How to Fix Them
If you make a mistake in naming beneficiaries for your life insurance policy, the people you love will en...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning,
Estate Planning Mistakes
How to Avoid Family Conflict When Making an Estate Plan
Unfortunately, money has a habit of bringing out the worst in people, even in the best of families. One o...
Estate Planning,
Celebrity Estate Planning,
Estate Planning Mistakes
What You Can Learn From Three-Time NYC Mayor Ed Koch’s Will About Your Estate Planning
Three-time New York City Mayor Ed Koch died on Feb. 1, leaving an estate estimated between $10-$11 millio...
Asset Protection,
Family Financial Planning,
Save Money On Your Taxes,
Awakened Parenting,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes
Striking a Balance Between Funding Your Retirement and Your Child’s Education
Many parents perceive a conflict between funding a child’s college education and building their own retir...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Estate Planning,
Estate Planning Mistakes
The Risks of Poorman’s Estate Planning: How to Pass on Property & Avoid Probate the Right Way
They call it the “poor man’s estate planning.” Put your child on the title to your deed and avoid probate...
Asset Protection,
Family Financial Planning,
wills and trusts,
Life Planning,
Estate Planning,
Estate Planning Mistakes
Will-Based vs. Trust-Based Plans: Key Differences Explained | PFL®
In this article I will explain the difference between a Will-based plan and a Trust-based plan so you can...
Asset Protection,
Family Financial Planning,
Save Money On Your Taxes,
Life Planning,
Estate Planning Mistakes
The Fiscal Cliff Tax Deal: For Most of Us, It's a Wash
The American Taxpayer Relief Act of 2012 that Congress passed on New Year's Day extended the Bush era tax...
Asset Protection,
Family Financial Planning,
wills and trusts,
Estate Planning,
Estate Planning Mistakes
How to Correctly Name Beneficiaries for Your IRAs
You could be unintentionally reducing your family’s wealth potential if you do not properly designate the...
Asset Protection,
Family Financial Planning,
Save Money On Your Taxes,
Estate Planning Mistakes
What to Do When You Inherit a Retirement Account
As a Personal Family Lawyer®, I am often asked to help people who inherit a retirement account. The actio...
Asset Protection,
Family Financial Planning,
wills and trusts,
Planning for Seniors,
Life Planning,
Planning for Your Pets,
Estate Planning,
Estate Planning Mistakes
What a Will Won’t Do
There are a number of essential things a last will and testament can do for you, such as distribute famil...
Asset Protection,
Family Financial Planning,
wills and trusts,
Estate Planning,
Kids Protection Planning,
Estate Planning Mistakes
Avoid these 10 Common Estate Planning Mistakes
As a Personal Family Lawyer®, I see many of the same estate planning mistakes made time and again by peop...
Get Your Copy of Wear Clean Underwear to plan for your family’s future.
You've planned your kids’ birthday parties, playdates, and education. But have you adequately planned for the care of your family if the unthinkable happened? What provisions are needed in the first 24 hours while the officials locate your family members and arrange for your children's care?
In an easy-to-read "choose your own adventure" story format, Wear Clean Underwear guides you to know the exact right legal steps for yourself and the people you love.
Have Questions About Protecting Your Family and Your Wealth?
Start Here →
Have Questions About Protecting Your Family and Your Wealth? Start Here →