Life Insurance Beneficiary Review: What Families Need
You bought the policy when your first child was born. You chose an amount that felt enormous, named your ...
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Life Insurance Beneficiary Review: What Families Need
You bought the policy when your first child was born. You chose an amount that felt enormous, named your ...
News,
Events,
Asset Protection,
Family Financial Planning,
wills and trusts,
Save Money On Your Taxes,
Life Planning,
Estate Planning,
Estate Planning Mistakes,
Ali Katz,
Featured,
Lifetime Asset Protection Trust
Your Trust Could Reach the 37% Tax Bracket at Just $16,000
You did the work. You saved for retirement, signed a trust, and named beneficiaries because you wanted th...
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Save Money On Your Taxes,
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Lifetime Asset Protection Trust
Is a Will Enough? Your Post-Will Planning Checklist
You Made a Will. Here’s What It Can’t Do. You did it. Maybe Make-A-Will Month finally moved it to the top...
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Family Financial Planning,
wills and trusts,
Save Money On Your Taxes,
Life Planning,
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Ali Katz,
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Lifetime Asset Protection Trust
Make-A-Will Month: Why a Will Isn't a Complete Estate Plan
A family called me after losing their mother. She had a will, properly signed and perfectly valid. But it...
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Save Money On Your Taxes,
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Estate Planning Mistakes,
Ali Katz,
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Lifetime Asset Protection Trust
Trump Accounts: What Every Parent of a Baby Born 2025–2028 Needs to Know
If your baby was born on or after January 1, 2025, the federal government has set aside $1,000 for your c...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
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Blended Family Issues,
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Lifetime Asset Protection Trust
When Your Spouse Won't Get on Board with Estate Planning
You've brought it up before. Maybe it came up after watching a friend go through something hard, a probat...
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wills and trusts,
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Ali Katz,
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Lifetime Asset Protection Trust
What Happens to Debt When You Die: What Families Must Know
The call came four days after her husband died. A credit card company. Forty-one thousand dollars on his ...
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wills and trusts,
Save Money On Your Taxes,
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The New Tax Law and Your Family's Trust: What to Know Now
A client forwarded me a CNBC article last week with a note: "Does this affect our trust?" It was a reason...
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Family Financial Planning,
wills and trusts,
Planning for Seniors,
Clarifying Questions,
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Estate Planning Mistakes,
Ali Katz,
Featured,
Lifetime Asset Protection Trust
Digital Estate Planning: Why Passwords Aren't Enough
She found the notebook in the top drawer of her mother's desk. Six pages. Every account. Every password. ...
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Divorce Doesn't Update Your Estate Plan: Here's What Does
If you are a divorced father, you already know something that most married fathers don't: showing up for ...
Asset Protection,
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wills and trusts,
Awakened Parenting,
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The Question Every Father Thinks He's Answered (But Hasn't)
There are two kinds of fathers. The first kind coaches the games, makes it to the school plays, stays up ...
Asset Protection,
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wills and trusts,
Save Money On Your Taxes,
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No One Warned Her About the Widow's Penalty
She had been filing taxes the same way for thirty years. Married filing jointly. Two incomes, two Social ...
Asset Protection,
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The Document That Fails When You Need It Most
This happens far more than it should. You signed a Power of Attorney (POA), named someone you trust, and ...
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He Sold His Company for $1.2 Billion. Then He Died.
If something happened to you tomorrow, would the people you love know what to do? Would they have the leg...
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wills and trusts,
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Lifetime Asset Protection Trust
Her Husband Died Without a Will. Then ICE Came to the Door.
You fall in love later in life. You marry. You start over. Then your spouse dies suddenly. Before you hav...
Family Financial Planning,
wills and trusts,
Save Money On Your Taxes,
Estate Planning,
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Lifetime Asset Protection Trust
Tax Season Made You Look. Now Ask the Real Question.
Tax season just made you look at your financial life honestly. All of it. Tax season forced it. You gathe...
Asset Protection,
wills and trusts,
Life Planning,
Estate Planning,
Estate Planning Mistakes,
Lifetime Asset Protection Trust
Anne Heche Died in 2022. Her Family Is Still Paying for It
After you're gone, your family won't just be grieving. They'll be making phone calls, hunting down accoun...
Asset Protection,
wills and trusts,
Same Gender Couples,
Estate Planning,
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Estate Planning for Unmarried Couples
You and your partner have built something real together. Maybe you share a home, split the bills, and hav...
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wills and trusts,
Planning for Seniors,
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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,
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wills and trusts,
Clarifying Questions,
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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...
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Family Financial Planning,
wills and trusts,
Estate Planning,
Estate Planning Mistakes,
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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,
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Lifetime Asset Protection Trust
Dear Skeptical Husband: A Letter From a Lawyer
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,
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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,
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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,
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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 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
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 and Court Delays: What Probate Looks Like
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
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 for Your Child (Part 2)
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 and Wealth's Dark Side
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.
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Have Questions About Protecting Your Family and Your Wealth? Start Here →