For the Love of Your Family

Articles to LIFT Your Family

Lost An Old 401(k)? Here Are 6 Tips For Finding It

The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple times during your career. According to the Bureau of Labor Statistics, today’s workers have held an average of 12 jobs by the time they reach their 50s. Since people change […]

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The Need For a Go-Bag Is Even More Important During a Pandemic

In response to a series of wildfires that ravaged Southern California in 2017, we wrote a previous article explaining why your family should have a “go-bag” ready in the event a natural disaster or other emergency strikes your home. Go-bags originated with the US military, which requires its personnel to always keep one on-hand packed with […]

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What is the Best Way to Save for My Child’s College Education?

Q: What is the Best Way to Save for My Child’s College Education? –Concerned Parent A: Dear Concerned: One of the best ways to save for your child’s college education, assuming the child will definitely go to college, is through a state operated “529” plan. These plans provide tax benefits and are named for Section […]

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Supreme Court Case Could Impact LGBTQ Adoption, But There Are Alternatives

A case on the Supreme Court’s docket for October could have a major impact on the parental rights of same-gender couples seeking to adopt or foster children. In February, the high court agreed to hear Fulton v. City of Philadelphia, which deals with whether taxpayer-funded, faith-based foster care and adoption agencies have a Constitutional right […]

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What the Netflix Series Tiger King Can Teach You About Asset Protection -Part 3

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy, and a missing millionaire may seem too outrageous to have […]

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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 it’s one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy, and a missing millionaire may seem too outrageous to have […]

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What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 1

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come out in a year full of outlandish stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy, and a missing millionaire may seem too outrageous to have […]

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What Property Can I Put In My Living Trust?

Q: What Property Can I Put In My Living Trust? – Planning For the Future A: Dear Planning: A living trust is, by definition, changeable while you’re still alive, you have the wiggle room to change your mind about what you want to place in there. That said, keep in mind that usually the point […]

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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 thinking about. Yet you might be rightfully concerned about what would happen to your assets should your marriage end in divorce or in the event of your death. One option you might be considering for […]

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How to Avoid the Need For a Prenuptial Agreement—Part 1

If you’re counting down the days to your wedding, divorce is probably the last thing you and your fiancé want to be thinking about, and yet you might be rightfully concerned about what would happen to your assets in the event of a divorce—or your death. You may also be worried that suggesting a prenuptial […]

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COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 2

In the first part of this series, we discussed the vital importance of having updated advance directives in place in light of COVID-19. Here, we’ll look at several additional provisions you should consider adding to your directives to address potential contingencies related to the pandemic. With new cases of COVID-19 currently surging in dozens of […]

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