Here’s What Happens to Your Retirement Accounts After You Die
Retirement accounts like 401(k)s and IRAs often represent the single largest category of wealth for Ameri...
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There is no shortage of advice flying around about estate planning, much of it from people who aren't even lawyers. Get insight on the popular pitfalls and how emerging economic shifts like cryptocurrency can affect your plan.
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.
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