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 ...
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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.
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...
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...
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...
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...
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 ...
Enlightened Insurance,
Family Financial Planning,
Save Money On Your Taxes,
Life Planning
5 Ways to Ease the Pain of the Payroll Tax Hike
While the fiscal cliff tax deal cut by Congress last month targeted primarily higher wage earners, every ...
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...
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...
Family Financial Planning,
Planning for Seniors,
Life Planning
5 Things We Should Learn From Our Parents About Retirement
When we talk about retirement, most of us are still thinking about our parents’ retirement and how they d...
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...
Asset Protection,
Family Financial Planning,
Save Money On Your Taxes,
Planning for Seniors,
Life Planning
Savvy Year-End Tax Moves for Retirement Plan Owners
Even though the elections are over, no one knows what Congress will do by the end of the year when it com...
Asset Protection,
Family Financial Planning,
Save Money On Your Taxes,
Planning for Seniors,
Life Planning
Retirement Planning Guidelines for Every Age
You’re never too young or too old to save for retirement; here are some guidelines by age group: Under 25...
Family Financial Planning,
Planning for Seniors,
Caring for Elderly Parents,
Life Planning
How to Protect Elderly Parents From Financial Abuse
According to a recent study by the Investor Protection Trust and Investor Protection Institute, the top t...
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...
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...
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?
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Have Questions About Protecting Your Family and Your Wealth? Start Here →