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AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox ...

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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.

AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox ...

Why "Just a Will" Is Never Enough

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most pe...

3 Crucial Questions To Ask Before Creating An Online Will | PFL®

If you are looking to create your last will and testament, or will, online, you’ll find dozens of website...

How To Choose the Right Trustee

Before we talk about how to choose the right Trustee, let’s talk about what a Trustee does and whether yo...

What Your Last Will & Testament Will (And Will Not) Do—Part 2

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too f...

What Your Last Will & Testament Will (And Will Not) Do—Part 1

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too f...

If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know

If a family member or friend has asked you to serve as trustee for their trust either during their life, ...

Asset Protection Trust: Safeguarding Child Inheritance | PFL

As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of ...

Probate: What It Is & How To Avoid It—Part 2

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become...

One of The Greatest Gifts To Your Family Is The Plan For Incapacity

When it comes to estate planning, most people automatically think about taking legal steps to ensure the ...

Why Putting Your Family Home In A Trust Is A Smart Move—Part 2 | PFL®

This article is part two of a two-part series on the benefits of putting your home in a trust. Part one o...

Why Putting Your Family Home In A Trust Is A Smart Move—Part 1

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In ...

10 Things You Should Know About Living Wills | PFL®

When it comes to estate planning, you’ve most likely heard people mention a couple of different types of ...

Think You Are Too Young to Need An Estate Plan? Think Again.

The pandemic has caused Americans to change their behavior in a number of different ways, and one of the ...

Why You Need a Trust - Even if You Aren't Rich

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A t...

With Tax Laws in Flux: What Should You Do Now?

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed sp...

Proposed Changes To Tax Laws That Will Impact Estate Planning—Part 1

On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed sp...

Bob Ross' Estate Planning Mistakes: Lessons for Biz Owners PT 2 | PFL®

As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture ico...

A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures —Part 1

As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture ico...

Estate Planning 101: Wills vs. Trusts | PFL®

Wills and trusts are two of the most commonly used estate planning documents, and they form the foundatio...

Consider This Before You Create Your Will Online

A last will and testament is the most commonly thought-of document when it comes to an estate plan. But r...

Former Zappos CEO Tony Hsieh Dies Without A Will—Part 2

Last week in part one of this series, we discussed how Tony Hsieh became an Internet pioneer, starting tw...

Former Zappos CEO Tony Hsieh Dies Without A Will—Part 1 | PFL®

On November 27th, nine days after being pulled unconscious from a house fire in a beachfront home in New ...

6 Things You Should NOT Include In Your Will | PFL®

A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitabl...

Will Your Estate Plan Actually Work When Your Family Needs It?

November 6, 2020 is “National Love Your Lawyer Day,” which started in 2001 as a way to celebrate lawyers ...

Black Panther Star Chadwick Boseman Dies Without A Will—Part 2 | PFL®

On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Tayl...

Black Panther Star Chadwick Boseman Dies Without A Will—Part 1

On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Tayl...

What You Should Know Before Agreeing to Serve as Trustee

Being asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, bu...

What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 2

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that i...

How to Avoid the Need For a Prenuptial Agreement—Part 2

If you are engaged to be married, divorce is probably the last thing you and your fiancé want to be think...

How Do Trusts Help You Save on Taxes?

Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort ...

Getting Legal Documents Signed During COVID -- A Reason To Not Go It Alone

Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of ...

The Risks and Benefits of Online Wills: What You Need to Know | PFL®

With all of the media about “digital wills” and “online estate planning” it could be tempting to think yo...

How to Plan a “Pet Trust” to Protect Your Pet After Your Death

In my previous article, I talked about what to take into consideration when you’re planning for your pet’...

False Security: Is Your Will Legally Valid?

A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legal...

4 Things Trusts Can Do That Wills Can’t

Both wills and trusts are estate planning documents that can be used to pass your wealth and property to ...

Why A Will Is Not A Suitable Option For Protecting Your Pet

These days, lots of people consider their pets to be members of their family. Indeed, pets can become our...

The Real Cost To Your Family of Failed Estate Planning: Not Updating Your Plan

This is the fourth in an ongoing series of NLBM articles discussing the true costs and consequences of fa...

Safeguard Your Children's Inheritance With a Lifetime Asset Protection Trust

Last week, we discussed the benefits of a unique estate planning vehicle known as Lifetime Asset Protecti...

Lifetime Asset Protection Trusts Can Protect Your Family From Wealth's Dark Side

When you create your estate plan, the idea that one of your adult children would ever use their inheritan...

The Real Cost To Your Family: Relying On A Will Alone

This is the second in an ongoing series of NLBM articles discussing the true costs and consequences of fa...

Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 2

In the first part of this series, we discussed one of the most frequent causes for dispute over your esta...

Tom Petty Estate Battle: Daughters vs. Widow Over Music Rights | PFL®

This week Tom Petty’s daughters escalated the battle over their late father’s estate by filing a lawsuit ...

5 Estate Planning Must-Dos if You’re Getting Divorced—Part 2

In the first part of this series, we discussed a couple of the most critical updates you must make to you...

Understand What’s At Stake Before Agreeing to Serve as Trustee

Being asked by a family member or close friend to serve as trustee for their trust upon their death can b...

Could an IRA Trust Benefit Your Family?

Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a wi...

4 Estate Planning Must-Haves for Unmarried Couples—Part 2

In the first part of this series, we discussed the estate planning tools all unmarried couples should hav...

4 Estate Planning Must-Haves for Unmarried Couples—Part 1

Estate planning is often considered something you only need to worry about once you get married. But the ...

Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 2

In the first part of this series, we discussed the importance of including your digital assets in your es...

Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 1

If you’ve created an estate plan, it likely includes traditional wealth and assets like finances, real es...

When Something is NOT Better Than Nothing—Part 2

Last week, we shared the first part of this series discussing the hidden dangers of do-it-yourself estate...

When Something is NOT Better Than Nothing—Part 1

Go online, and you’ll find tons of websites offering do-it-yourself estate planning documents. Such forms...

Trustees Should Carefully Consider the Role's Duties and Obligations—Part 2

Last week, we shared the first part of this series explaining the powers and duties that come with servin...

Trustees Should Carefully Consider the Role's Duties and Obligations—Part 1

If a friend or family member has asked you to serve as trustee for their trust upon their death, you shou...

Guardianship and Trusts for Children with Special Needs | PFL®

It always surprises me to hear parents who have a child with special needs tell me that they were not awa...

The Key Differences Between Wills and Trusts

When discussing estate planning, a will is what most people think of first. Indeed, wills have been the m...

Ready to Write Your Will? Consider This Before You Go It Alone or Online.

A last will and testament is the most commonly thought of document when it comes to an estate plan. But, ...

How to Ensure Your Pets Are Protected in the Event of Your Death or Incapacity

If you have pets, you probably want to make sure they are well-taken care of, if anything happens to you....

The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case

DIY wills are becoming more prevalent as legal services can now be accessed easily online. For better or ...

Easy Mistakes to Avoid When Passing Assets to Your Child

Setting up a trust fund for your children can ensure that the money you are leaving behind for them is ta...

Navigating Transfer on Death Deeds and Living Trusts | PFL

Perhaps you’ve heard from a well-meaning friend or advisor that you can use an inexpensive Transfer on De...

Divorcing? Here's What You Should Know About How it May Affect Your Trust

Trusts vary in their structure, funding, and terms, so it’s hard to know how divorce will impact your tru...

Why You Should Never Buy Your Will From Living Social or Groupon

Of the handful of major life events that require your serious consideration, few are as emotionally charg...

Leaving Without a Plan: Prince Didn't Leave a Will & Here's Why You Should

Even after death, celebrities are highly publicized for their mistakes, many of which we make ourselves. ...

Estate Planning Essentials for Parents

A comprehensive estate plan can protect the things that matter most. For many, this means their property ...

Planning for the Care of Your Pet: How to Include Your Pet in Your Estate Plan

If your pet is beloved as a family member, you likely want to ensure that he or she will be well cared fo...

Alert: If This Language Is In Your Trust, Your Spouse Could Be Screwed Over When You Die … Check Your Plan Today!

If you created an estate plan that includes a living trust, you must review it to determine if it contain...

Why You Need to Update Your Estate Plan After These Life Events

Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. ...

Life Changes that Require an Update to Your Estate Plan

Even if you do not have an estate plan that you’ve created, the State has one for you. And it’s likely on...

Five Reasons To Never Give An Outright Inheritance To Your Children - and What to Do Instead!

If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are w...

Are You Leaving Your Retirement Account at Risk Due to Poor Planning?

You’ve spent your entire life building up your retirement account. It may even be the biggest asset you’l...

How to Pass On Family Heirlooms Without Causing a Family Feud

The holidays are traditionally the time for family gatherings, where generations come together and perfor...

How To Leave Your Home To Your Kids

Many parents want to know the best way to leave a home to their children. Before you make a plan, you sho...

How to Ensure Your End-of-Life Wishes Are Respected

How do you want to die? Do you want lifesaving treatments to be administered even if all brain activity h...

Landmark Supreme Court Ruling on Same-Sex Marriage Will Have Monumental Effects

In June, the United States Supreme Court issued its decision in Obergefell v. Hodges, a highly publicized...

What Is a Trust?

A trust is a legal creation set up to benefit someone or something. For example, some people set up trust...

Estate Planning for Blended Families

The term “blended family” has become commonplace in our society and refers to a family where one or both ...

Estate Planning with Gifts to Grandchildren

If you are in your “golden years” and are looking for ways to spread your wealth, you should consider the...

Protecting Your Child with a Special Needs Trust

When you have a family member with special needs, it is important to understand that your estate planning...

5 Ways to Keep Your Family Out of Court After You Die

You have likely heard over and over that there are many advantages to creating a comprehensive estate pla...

How to Protect Family Heirlooms From a Family Feud

The passing of family heirlooms from one generation to another should be welcome tradition in most famili...

What Every Single Parent Needs to Know About Estate Planning

If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being...

Why Equal Inheritance Isn't Always the Best for Your Estate Plan | PFL®

It is natural for parents to want to treat their children equally when it comes to inheritances. However,...

Is Your Living Trust Really Going to Work For the People You Love?

Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But ...

What to Do When a Spouse Suddenly Dies … Lessons from the Death of Sheryl Sandberg’s Husband, Dave Goldberg

The shock over the death of 47-year-old SurveyMonkey CEO Dave Goldberg, husband of Facebook COO Sheryl Sa...

What You Can Learn From the Estate Planning Mistakes of Others

There is much to be learned from the mistakes of others and the celebrity world abounds with cautionary t...

How You Can Avoid Being Taken Advantage of Once You Become Elderly

A 2010 study conducted by the Investor Protection Trust found that more than seven million older American...

How to Fund Your Trust to Avoid Probate

A common estate planning mistake many people make – including celebrities like Michael Jackson – is not e...

How to Tell If It’s Time to Change Your Will

Current research shows that only about half of Americans have a will, and probably less than that have ch...

5 Things You Need to Know Before You Name Beneficiaries | PFL®

Once you have chosen the people you want to receive any of your assets -- either from a will, a trust, a ...

A Duty Checklist for Trustees of a Trust | PFL®

It’s no misnomer that a position with so much responsibility carries the name “trustee”. After all, you h...

The Importance of Providing for Incapacity in Your Estate Plan

Avoiding the need for a conservatorship – the process whereby someone is appointed by a court to assume r...

The Pros and Cons of Prenuptial Agreements

Americans today are getting married later in life. Currently, the average age of a first marriage is 27 f...

Asset Protection: When a Will Won’t Work

One of the most prevalent misconceptions when it comes to estate planning is that if you have a will, it ...

Protecting Our Family When It Matters Most

A drama currently playing out in a French courtroom demonstrates that any elderly person can fall victim ...

No More Reasons for Delay in Implementing These 5 Estate Planning Essentials

Last year’s uncertainty about the future of the estate and gift tax caused many people to put their estat...

Reasons to Establish a Trust (and Being Rich Isn’t One of Them)

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A t...

Joan Rivers Has Last Laugh Through Use of a Family Trust

Famous comedienne, Joan Rivers, who died unexpectedly on September 4, 2014, from what is alleged to be a ...

Special Needs Trust: Protection for Those Who Need It the Most

Families of those with disabilities - physical or mental - are typically concerned with the best way to f...

Leave an Inheritance for Future Generations with a Trusteed IRA

According to the Investment Company Institute, the use of IRAs for retirement saving has increased in the...

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