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 ...
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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,
Kids Protection Planning
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...
Planning for Seniors,
Life Planning,
Estate Planning
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...
wills and trusts,
Estate Planning,
Celebrity Estate Planning,
Kids Protection Planning
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 Seniors,
Life Planning,
Estate Planning
Planning for What Happens Last
Seth Godin is a well known and oft-quoted American entrepreneur who has authored 13 best sellers that hav...
Life Planning,
Estate Planning
Making a Plan for Your Digital Assets
According to a 2011 McAfee study, Americans value the digital assets they own across multiple digital dev...
Family Financial Planning,
Planning for Seniors,
Caring for Elderly Parents,
Life Planning,
Estate Planning
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...
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...
wills and trusts,
Estate Planning
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...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Blended Family Issues,
Life Planning,
Estate Planning,
Celebrity Estate Planning
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...
Life Planning,
Estate Planning,
Kids Protection Planning
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 ...
Asset Protection,
Family Financial Planning,
Planning for Seniors,
Life Planning,
Estate Planning
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...
Life Planning,
Estate Planning
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...
Awakened Parenting,
Planning for Seniors,
Caring for Elderly Parents,
Life Planning,
Estate Planning
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...
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,
Awakened Parenting,
Life Planning,
Estate Planning,
Kids Protection Planning
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...
Estate Planning,
Celebrity Estate Planning,
Kids Protection Planning
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...
Family Financial Planning,
Estate Planning
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 ...
Family Financial Planning,
Life Planning,
Estate Planning
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...
Asset Protection,
Family Financial Planning,
Save Money On Your Taxes,
Planning for Seniors,
Life Planning,
Estate Planning
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...
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...
Life Planning,
Estate Planning
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...
Enlightened Insurance,
Family Financial Planning,
Planning for Seniors,
Life Planning,
Estate Planning
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...
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Blended Family Issues,
Life Planning,
Estate Planning,
Kids Protection Planning
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...
Blended Family Issues,
Estate Planning
Estate Planning for the Blended Family
Balancing the needs of a multi-generational blended family with your own wishes can be a complicated task...
Family Financial Planning,
Save Money On Your Taxes,
Life Planning,
Estate Planning
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...
wills and trusts,
Life Planning,
Planning for Your Pets,
Estate Planning
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 ...
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,
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...
Asset Protection,
Estate Planning,
Conscious Divorce
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...
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.