Honoring Your Sacrifice: Estate Planning Essentials for Military Families
Each year on November 11, the nation pauses to honor the courage and sacrifice of those who’ve served in ...
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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.
Honoring Your Sacrifice: Estate Planning Essentials for Military Families
Each year on November 11, the nation pauses to honor the courage and sacrifice of those who’ve served in ...
How to Keep Wealth in Your Family for Generations
Many families focus on building wealth, but fewer think about keeping it. Research shows that a majority ...
Estate Planning for Unmarried Couples: Protecting the Life You’ve Built Together
You’ve built a life with someone you love - sharing a home, experiences, and maybe even finances - but wi...
Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can Give Your Loved Ones
October 20–26, 2025, is Estate Planning Awareness Week - a national observance created to encourage Ameri...
When Fame Can't Fix Family: What Hulk Hogan's Estate Teaches Us About Failed Planning
When wrestling legend Hulk Hogan died at age 71, the world lost an icon. But behind the headlines about h...
Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead
A typical initial consultation with an estate planning lawyer may look like this: you meet, you answer qu...
LGBTQIA+ History Month: Honoring the Past, Protecting the Future
October is LGBTQIA+ History Month - a time to reflect on the struggles, resilience, and triumphs of those...
The Hidden Risks of Growing Older Without a Life & Legacy Plan
If you are like most people, you probably assume that when the time comes, someone—your spouse, your chil...
The $1.5 Million Estate Planning Mistake You Can't Afford to Make
Picture this: You and your spouse spend decades building a successful business, accumulating assets, and ...
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...
IEP and 504 Plans Aren’t Enough: Why Your Child with Special Needs Deserves a Life & Legacy Plan
If your child has an IEP or 504 Plan, you've already taken an important step to support their education. ...
How to Cope with Stigma and Judgment as a Parent of a Child With Special Needs
You're at the grocery store when it happens. Your child has a meltdown in the cereal aisle. You see the s...
Supporting the Whole Family: How to Balance the Needs of Siblings of a Child With Special Needs
Parenting a child with special needs is an extraordinary journey. It brings moments of joy, pride, and de...
Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
A client once told me she would give anything to hear her grandmother’s voice again. Her grandmother had ...
How to Make Networking Nourishing, Fun, and Effective
Most entrepreneurs have a love-hate relationship with networking. You know you need it to grow your busin...
When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever
Labor Day has always been about honoring the American worker—the people who build our communities, power ...
Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead
Losing someone you love reshapes your world in ways you may never expect. Some changes are obvious—you no...
The Surprising Connection Between Meal Planning and Estate Planning Done the Right Way
My colleague told me a story recently. Her son moved into his first apartment at college and had to go gr...
Why It Matters to Your Loved Ones That You Work With the Right Lawyer
When someone you love dies, grief hits hard enough. But imagine adding legal chaos, confusing paperwork, ...
Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning | PFL®
You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe your fina...
Beyond Back-to-School Prep: Why Parents of Children with Special Needs Must Prioritize Self-Care | PFL ®
The back-to-school commercials are everywhere, showing excited children picking out new backpacks and par...
“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need | PFL®
When Anna Harp lost her father, Rudolph Clausing, she didn’t get to say goodbye. It was January 2021, dur...
Nobody Prepared Me for This! The Reality of Managing Inherited Real Estate | PFL®
You've just lost someone important to you, and now you're responsible for their home. Maybe it's sitting ...
100 Heirs, $17 Billion, and 1 Big Estate Plan: What You Can Learn from a Tech Billionaire | PFL®
Imagine you’re worth $17 billion and have over 100 biological children—some born through relationships, o...
What Happens to Your Child With Special Needs If You Suddenly Become Incapacitated? | PFL®
As a parent of a child with special needs, you understand their unique needs better than anyone, from how...
The Life-or-Death Decisions Your Family Shouldn't Have to Make Alone | PFL®
When you think about estate planning, you probably picture wills, trusts, and who gets what. But what hap...
The One Big Beautiful Bill: What It Means for Your Family's Financial Future | PFL®
The massive tax legislation known as the "One Big Beautiful Bill" became law on July 4, 2025, bringing sw...
What to Do Now to Prepare Your Child with Special Needs for the First Day of School | PFL®
Even though it’s still summer, the new school year will be here before we know it. As a parent, watching ...
When Paradise Turns to Pain: Jimmy Buffett's Estate Battle | PFL®
Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estat...
Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence | PFL®
Every Fourth of July, we celebrate more than fireworks and barbecues. We honor the bold vision of people ...
The Three Ages That Impact Financial Benefits for Children with Special Needs | PFL®
Raising a child with special needs brings unique joys and challenges, including financial considerations ...
A Texas Mail Carrier's Act of Love Shows Why Your Pets Need a Plan Too | PFL®
When Ian Burke, a mail carrier from Destin, Texas, heard that Floyd—a 70-pound dog he'd befriended on his...
Breaking the Cycle: How Life & Legacy Planning Protects Black Families' Generational Wealth | PFL®
The statistics are sobering. According to the Federal Reserve's 2022 Survey of Consumer Finances, the wea...
What Priscilla Presley's Lawsuit Reveals About the Prevalence of Elder Abuse | PFL®
June is Elder Abuse Awareness Month, and there’s a case in the headlines right now that drives home just ...
How to Keep Your Child with Special Needs Safe and Engaged This Summer | PFL®
As the school year ends and summer approaches, you might find yourself experiencing a mix of anticipation...
This Father’s Day Take Your Provision One Step Further | PFL®
Father's Day arrives each June filled with barbecues, baseball games, and heartfelt cards celebrating the...
Heads Up! Major Tax Changes on the Horizon | PFL®
The House recently passed what many are calling "One Big, Beautiful Bill" that could reshape the tax land...
Pride Month & Planning: Securing a Legacy That Lasts | PFL®
As Pride Month begins, we celebrate the progress made toward equality while acknowledging that LGBTQIA+ i...
Health Emergencies While Traveling with a Child with Special Needs | PFL®
Planning for Travel Emergencies with a Child with Special Needs Traveling with a child with special needs...
The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided | PFL®
Imagine this: You’ve built a business empire, revitalized an entire city, and left a legacy of innovation...
Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy | PFL®
Memorial Day isn’t just about barbecues and long weekends—it’s a sacred time to pause and honor the men a...
Making Summer Travel a Breeze When You Have a Child with Special Needs | PFL®
Summer vacation is a time for family fun and relaxation—but if you're the parent of a child with special ...
Why Business Owners Deserve More Than an Easy or Cheap Estate Plan | PFL®
If you're a business owner, you may have considered using an online form or a low-cost legal service to s...
A Mother's Legacy: Estate Planning as Your Greatest Expression of Love | PFL®
When we think about Mother's Day, we often picture breakfast in bed, handmade cards, and bouquets of fres...
The Art of Letting Go: Creating Appropriate Independence for Your Child with Special Needs | PFL®
As a parent of a child with special needs, you often find yourself in a constant state of protection mode...
The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones | PFL®
Have you ever worked your entire life to build something valuable, only to worry about a significant port...
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right) | PFL®
Imagine this: something unexpected happens, and you're suddenly unable to care for your children. It's a ...
The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan | PFL®
Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare...
Housing Options for Adults with Special Needs: Planning for Independent Living | PFL®
As your child with special needs approaches adulthood, questions about their future living situation beco...
Gene Hackman's Estate: A Wake-Up Call for Everyone | PFL®
The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serve...
Where to Invest What You Have Right Now | PFL®
Wondering where to invest during a recession or economic downturn? Whether the recession is looming or al...
Why Reviewing Your Trust Regularly Isn't Optional—It's Essential PFL®
Creating an estate plan and establishing a trust is a critical step toward safeguarding your family’s fut...
The Power of Special Needs Trusts: Advantages Many Families Miss PFL®
When you have a child with special needs, planning for their future financial security can feel overwhelm...
Protecting Your Cash When Your Savings Exceed Insurance Limits | PFL®
Imagine this: You've spent decades carefully saving money, building a comfortable nest egg that represent...
Estate Planning for Unmarried Couples: Protect Your Loved Ones | PFL®
Love takes many forms, and for countless unmarried couples, building a life together doesn’t include a ma...
The Hidden Challenges of an Interstate Move and Special Needs Care | PFL®
Moving to a new state brings excitement and opportunities, but for parents who have children with special...
Treasury Department Suspends Enforcement of Penalties
UPDATE: On March 2, 2025, the U.S. Department of the Treasury announced that it will not enforce any pena...
Planning a Trip? Protect Your Children with a Kids Protection Plan
As Spring Break approaches, followed by summer, you're likely focused on planning the perfect getaway wit...
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
As a parent, you have probably thought about the importance of naming permanent legal guardians for your ...
How to Prepare for Emergencies When You Have a Child with Special Needs
Life is unpredictable, and when you have a child with special needs, the stakes are even higher. You know...
Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples
The political landscape is shifting, and many same-sex couples are worried about what could happen if fed...
Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pos...
How to Build Your Child’s Voice Into Your Estate Plan
As a parent of a child with special needs, you've spent countless hours making decisions to help your chi...
Critical Year-End Actions for Crypto Holders: IRS Basis Rules Update
If you or your family members hold crypto assets, there's a critical change coming up that you may want t...
Estate Planning During Divorce: Lessons from Shannen Doherty's Legacy
The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate plan...
BOI/CTA UPDATE: Reporting Requirements Reinstated…For Now
UPDATE: On February 17, 2025, the U.S. District Court for the Eastern District of Texas, in the case Smit...
Ali Katz
The Unexpected Challenges of Being an Estate Executor
When someone asks you to be the executor of their estate, it might seem like a straightforward responsibi...
Ongoing Legal Support for Families with Special Needs Children | PFL®
As a parent of a child with special needs, you're already juggling numerous responsibilities – from coord...
The Ultimate Valentine's Gift: Secure Your Loved Ones' Future | PFL®
As Valentine's Day approaches, you might be thinking about flowers, chocolates, or a romantic dinner. And...
Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future
When you create an estate plan that includes a living trust, you've taken an essential step toward protec...
A Parent’s Guide to Making Medical Decisions for Your Adult Child with Special Needs
As your child with special needs approaches adulthood, you face a pivotal transition in their medical car...
National Unclaimed Property Day: Why Estate Planning is More Than Just Documents
Every year on February 1st, we observe National Unclaimed Property Day - a reminder of the staggering $60...
A Business Owner’s Guide to Special Needs Estate Planning
Running a business while caring for a child with special needs requires careful juggling of responsibilit...
From Preparation to Recovery: When Disaster Strikes
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood,...
4 Estate Planning Myths That Put Your Loved Ones at Risk
Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans ar...
Five Essential Steps to Protect Your Loved Ones in 2025
You know that uneasy feeling when you think about what everyone you love would do, if (and when) somethin...
BOI/CTA UPDATE: Appeals Court Reinstates - Then Suspends - Corporate Transparency Act Filing Requirement
UPDATE: Many recent changes have occurred related to the Corporate Transparency Act (“CTA”) and the requi...
Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
When preparing for college expenses, understanding how financial aid and estate planning intersect can ma...
Actions to Take Before 2024 Ends to Qualify for Specific Tax Credits
The end of the year can feel overwhelming, but it’s also a time to set yourself up for credits and deduct...
What Trump's Department of Education Plans Could Mean for Your Child with Special Needs
The recent presidential election has many parents of children with special needs worried about the future...
Year-End Options for Giving to Charity
The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable gi...
Divorce and Special Needs Estate Planning: Maintaining Stability Through Change
Divorce brings significant changes to any family's dynamic, but when you have a child with special needs,...
Common Estate Planning Questions Part 2 of 2
When it comes to planning for your family's future, the options can feel overwhelming. Should you get a w...
Court Ruling Halts Corporate Transparency Act: What You Need to Know
A federal judge in Texas issued a ruling this week that could affect millions of business owners across t...
Lessons from Tony Bennett's Estate Battle
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million est...
Digital Assets and Special Needs Planning: Protecting Your Child's Online World
In today's connected world, your child with special needs likely depends on numerous digital tools and re...
Estate Planning in Times of Change: Part 1 of 2
With a new presidential administration onboarding, the estate planning landscape is shifting beneath our ...
Common Estate Planning Questions Part 1 of 2 - On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common question...
Estate Planning in Times of Change: Part 2 of 2
In Part 1 of this series, we explored general estate planning considerations given today's changing lands...
Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for...
The Hidden Truth About Settling a Loved One’s Estate
When someone names you as their executor, it might feel like an honor – a sign that they trust you to han...
Veterans: Your Legacy is Worth Protecting
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with un...
Looking Toward the Future of Care For Those With Special Needs
As you reflect on the progress made in special needs care and the challenges that still lie ahead, it's c...
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Shelley Duvall and What We Can All Learn From Her Death
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age...
Common Estate Planning Myths Debunked
October 21-27 is National Estate Planning Awareness Week, which means it's time to shed light on this oft...
Overcoming Resistance to Estate Planning When You Have a Child With Special Needs
As a parent of a child with special needs, you face unique challenges every day. You've mastered the art ...
A Comprehensive Guide to Disaster Preparedness
In today's world, where natural disasters and unforeseen events can disrupt our lives at a moment's notic...
Navigating End-of-Life Care: Lessons from a Daughter's Tragic Experience
In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones s...
A Power of Attorney May Not Be What You Think
If you've ever considered planning for your future or helped someone plan for theirs, you've probably hea...
Guardianship and Conservatorship: A Guide for Parents of Children with Special Needs
As a parent or caregiver of a child with special needs, it's essential to consider the future and plan fo...
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.