Estate Planning for Unmarried Couples: Protecting the Person You Love
You and your partner have built something real together. Maybe you share a home, split the bills, and hav...
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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,
wills and trusts,
Same Gender Couples,
Estate Planning,
Estate Planning Mistakes,
Featured,
Lifetime Asset Protection Trust
Estate Planning for Unmarried Couples: Protecting the Person You Love
You and your partner have built something real together. Maybe you share a home, split the bills, and hav...
Asset Protection,
Family Financial Planning,
wills and trusts,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes,
Featured,
Lifetime Asset Protection Trust
Here’s What Can Happen to Blended Families When a Spouse Dies
If you are in a blended family, you may believe the simplest estate plan is the fairest one: "I'll leave ...
Asset Protection,
Family Financial Planning,
wills and trusts,
Clarifying Questions,
Life Planning,
Estate Planning,
Estate Planning Mistakes,
Featured,
Lifetime Asset Protection Trust
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...
Asset Protection,
Family Financial Planning,
wills and trusts,
Estate Planning,
Estate Planning Mistakes,
Featured,
Lifetime Asset Protection Trust
Creating a Trust in Your Will vs. Creating a Living Trust: Part 2
Last week, we covered how it works when you create a trust through your will. This week, I'll show you ho...
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning,
Conscious Divorce,
Kids Protection Planning,
Estate Planning Mistakes,
Ali Katz,
Featured,
Lifetime Asset Protection Trust
Dear Skeptical Husband: A Letter From a Lawyer Who Once Agreed With You
I used to think estate planning was a scam, too. I'm not saying that to win you over. I'm saying it becau...
wills and trusts,
Save Money On Your Taxes,
Life Planning,
Estate Planning,
Estate Planning Mistakes,
Ali Katz,
Featured,
Lifetime Asset Protection Trust
Creating a Trust in Your Will vs. Creating a Living Trust: Part 1
You've probably heard that trusts help families avoid probate court and protect assets for the people you...
Asset Protection,
wills and trusts,
Same Gender Couples,
Blended Family Issues,
Life Planning,
Estate Planning,
Ali Katz,
Featured,
Lifetime Asset Protection Trust
Why Quick and Simple Estate Plan Reviews Don't Exist
When someone calls an estate planning attorney asking for a "quick look" at their documents, the request ...
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
Planning for Seniors,
Life Planning,
Estate Planning,
Kids Protection Planning,
Estate Planning Mistakes,
Featured,
Lifetime Asset Protection Trust
The Lady Bird Deed: 5 Risks to Consider Beyond Medicaid Protection
You own your home. Maybe it's your most significant asset. Perhaps you’ve heard about Lady Bird Deeds and...
Asset Protection,
wills and trusts,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes,
Featured,
Lifetime Asset Protection Trust
The Cost of a Cheap Plan: Why “Bargain” Estate Planning Often Costs the Most
I had an interesting conversation with a potential client last week. After explaining our Life & Lega...
Estate Planning,
Featured
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 ...
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.