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 ...
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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,
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,
Save Money On Your Taxes,
Life Planning,
Estate Planning,
Lifetime Asset Protection Trust
Understanding Inheritance Taxes
When planning for your death, there’s one issue you may not have thought about, but is so important to yo...
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,
Family Financial Planning,
wills and trusts,
Clarifying Questions,
Life Planning,
Estate Planning,
Lifetime Asset Protection Trust
What Happens to Your Debt When You Die?
It's a question I hear often: if I die with debt, will my family be stuck paying it off? The short answer...
wills and trusts,
Planning for Seniors,
Caring for Elderly Parents,
Life Planning,
Estate Planning,
Lifetime Asset Protection Trust
Where Will You Live and How Will You Get and Pay For Care As You Age?
If you're planning for your own future or helping aging parents, understanding options for living and lon...
Asset Protection,
wills and trusts,
Life Planning,
Estate Planning,
Estate Planning Mistakes,
Lifetime Asset Protection Trust
Why So Much Money Ends Up as Unclaimed Property and What That Means for You
This February 1, states across America observe National Unclaimed Property Day, chosen to remind you abou...
Asset Protection,
Estate Planning,
Estate Planning Mistakes,
Lifetime Asset Protection Trust
Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process | PFL®
Your mom told you not to worry; she had everything handled. You were her power of attorney, helping her p...
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...
Asset Protection,
Awakened Parenting,
Estate Planning,
Lifetime Asset Protection Trust
Lifetime Asset Protection Trusts: Protecting Your Child’s Inheritance (Part 2) | PFL®
In the first part of this series, we we discussed a unique planning tool known as a Lifetime Asset Protec...
Asset Protection,
Awakened Parenting,
Estate Planning,
Lifetime Asset Protection Trust
Lifetime Asset Protection Trusts: Secure Your Child's Inheritance (Part 1) | PFL®
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of ...
Asset Protection,
wills and trusts,
Awakened Parenting,
Celebrity Estate Planning,
Lifetime Asset Protection Trust
Lifetime Asset Protection Trusts Can Protect Your Family From Wealth's Dark Side | PFL®
When you create your estate plan, the idea that one of your adult children would ever use their inheritan...
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.