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.
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning
Why Inheriting in Trust is a Must
You bring your children into the world with love. You raise them with love. If you’re going all the way a...
Asset Protection,
wills and trusts,
Estate Planning
How to Protect Your Real Estate Assets
If you own real estate, chances are you have purchased insurance to protect your assets against damage or...
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning
If You Don’t Trust Your Kids with Money, You Need a Trust
While most parents have the best intentions when it comes to teaching their children about handling finan...
wills and trusts,
Planning for Seniors,
Caring for Elderly Parents,
Life Planning,
Estate Planning,
Celebrity Estate Planning
Legal Steps to Take When Facing a Dementia Diagnosis
Maria Shriver knows the devastation of Alzheimer’s disease firsthand. Her beloved father Sargent Shriver,...
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning,
Kids Protection Planning
Before You Take Off for Summer Vacation, Take On These 5 To-Dos
It’s no surprise that Americans spend more time planning their summer vacations than they do planning the...
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning,
Kids Protection Planning
A Plan for Protecting Your Most Valuable Asset: Your Children
If you have young children, chances are that your summer activities include some careful planning to keep...
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning,
Celebrity Estate Planning
Will the Inheritance You Leave Be a Blessing or an Albatross?
Rock musician Sting recently announced that his children will not inherit his estimated $300 million fort...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning,
Kids Protection Planning
How Real Men Celebrate Father’s Day
Do you know what it takes to be a real man? Although the expectations of both men and women have evolved ...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning,
Kids Protection Planning
Greatest Wealth Transfer in History Underway – What’s Your Plan?
A new study from the Boston College Center on Wealth and Philanthropy shows that the greatest wealth tran...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning,
Kids Protection Planning
How to Balance Family Memories with Future Plans for a Vacation Home
Summer has officially arrived and for those of us fortunate enough to have a vacation home – whether it’s...
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning
Unconditional Love Doesn’t Have to Mean Unconditional Inheritance
Most parents love their children unconditionally and want to do whatever they can to smooth life’s rough ...
wills and trusts,
Save Money On Your Taxes,
Estate Planning
7 Steps to Creating an Estate Plan That Keeps Your Family Out of Court
Many people fail to create an estate plan because they don’t truly understand what is involved and theref...
Family Financial Planning,
wills and trusts,
Save Money On Your Taxes,
Awakened Parenting,
Life Planning,
Estate Planning
The Wealth Creation Trust: A Gift That Keeps On Giving
The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 1...
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Planning for Seniors,
Life Planning,
Estate Planning
Vacations Are the Perfect Time for Families to Talk About Estate Planning
If you are like most Americans, you will probably be spending at least some of your vacation time this su...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes
Give While You Live to Avoid a Family Feud
A recent article in the New York Post about brothers battling over a painting from their uncle’s estate s...
wills and trusts,
Life Planning
How Advance Medical Directives Became a Way of Life in One American Town
With just over 50,000 residents, La Crosse is a lot like other small American towns – but there is one th...
Family Financial Planning,
wills and trusts,
Save Money On Your Taxes,
Awakened Parenting,
Life Planning,
Estate Planning
Subject: Receiving an Inheritance One Day? Here’s What to Do Now.
Baby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for R...
wills and trusts,
Estate Planning,
Celebrity Estate Planning,
Estate Planning Mistakes
5 Fast & Furious Estate Planning Lessons from Paul Walker’s Estate | PFL®
Paul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high speed car a...
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
wills and trusts,
Save Money On Your Taxes,
Planning for Seniors,
Life Planning,
Estate Planning
How to Protect Life Insurance Proceeds from Taxation
If you have been responsible enough to purchase a life insurance policy as added protection for your love...
Asset Protection,
Family Financial Planning,
wills and trusts,
Life Planning,
Estate Planning,
Estate Planning Mistakes
How to Preserve a Family Vacation Home with a Trust
If you are fortunate enough to have a family vacation home, you know the emotional value it holds for eve...
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Blended Family Issues,
Life Planning,
Estate Planning
7 Reasons to Consider a Trust for Your Family
Do you consider trusts to be instruments of the wealthy? While it is true that many Americans of means ha...
wills and trusts,
Life Planning,
Planning for Your Pets,
Estate Planning,
Estate Planning Mistakes
How to Create a Plan to Ensure Your Pet’s Care
Most of us who have a pet consider them to be a part of the family; unfortunately, the plans we may have ...
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Life Planning,
Estate Planning,
Kids Protection Planning
How to Care for Children with Special Needs Through Estate Planning
For many people, the basics of estate planning are simple enough, but for those families with loved ones ...
Asset Protection,
Family Financial Planning,
wills and trusts,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes
How Much Do You Charge for a Will?
If you came to this page to find out what I’ll charge you for a Will or you are considering calling me (o...
Asset Protection,
Family Financial Planning,
wills and trusts,
Save Money On Your Taxes,
Same Gender Couples,
Planning for Seniors,
Blended Family Issues,
Life Planning,
Estate Planning
Windsor Ruling Expands Estate Planning Prospects for Married Same-Sex Couples
In June, the U.S. Supreme Court ruling in United States v. Windsor invalidated the federal Defense of Mar...
wills and trusts,
Estate Planning,
Celebrity Estate Planning,
Kids Protection Planning
Learn From the Expensive Mistakes & Smart Decisions Made By Actor James Gandolfini In Planning for His Estate
James Gandolfini, the actor best known for his portrayal of Tony Soprano on HBO’s The Sopranos, died sudd...
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
wills and trusts,
Planning for Seniors,
Life Planning,
Estate Planning,
Estate Planning Mistakes
10 Common Errors When Naming Life Insurance Beneficiaries That Will Hurt the People You Love – and How to Fix Them
If you make a mistake in naming beneficiaries for your life insurance policy, the people you love will en...
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...
wills and trusts,
Estate Planning
For Estate Planning, There is No Fix –It-And-Forget-It
It’s hard to believe that people who spend a lifetime working hard to accumulate wealth spend little or n...
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,
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...
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...
wills and trusts,
Planning for Seniors,
Caring for Elderly Parents,
Life Planning
Holidays a Perfect Opportunity to Check Up on Aging Parents
The holidays are a traditional time for multiple generations to gather together, and are also a perfect o...
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...
wills and trusts,
Life Planning,
Planning for Your Pets,
Estate Planning
How to Create a Pet Trust
There is no doubt we are a nation of pet lovers. Unfortunately, the law as it is currently written views ...
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,
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.