For the Love of Your Family

Articles to LIFT Your Family

4 Reasons Why You Can’t Afford to Go Without An Estate Plan

October 19th-25th, 2020 is National Estate Planning Awareness Week, so if you’ve been thinking about creating an estate plan, but still haven’t checked it off your to-do list, now is the perfect time to get it done. If you or anyone you love has yet to create a plan, contact a Personal Family Lawyer® to […]

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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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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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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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The SECURE Act’s Impact On Estate and Retirement Planning—Part 2

In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation.  On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE […]

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The SECURE Act’s Impact On Estate and Retirement Planning—Part 1

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. Indeed, the changes ushered in by the SECURE Act have dramatic implications for both your retirement and estate planning strategies—and not all of them are positive. While […]

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5 Steps For Adding Digital Assets To Your Estate Plan

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning. If you haven’t planned properly, for example, just locating and accessing all of your digital assets can be a major headache—or even impossible—for your loved ones following […]

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Lifetime Asset Protection Trusts: Airtight Protection For Your Child’s Inheritance – 2

In the first part of this series, we discussed a unique planning tool known as a Lifetime Asset Protection Trust. Here we explain the benefits of these trusts in further detail. If you’re planning to leave your children an inheritance of any amount, you likely want to do everything you can to protect what you […]

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Lifetime Asset Protection Trusts: Airtight Protection For Your Child’s Inheritance

As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the motivating factors driving your life’s work. But without taking the proper precautions, the wealth you pass on is at serious risk of being accidentally lost or squandered. In some instances, an inheritance can even […]

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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 Protection Trusts. We referenced this planning tool based on how a Lifetime Asset Protection Trust could have protected Clare Bronfman, the heiress to the multi-billion-dollar Seagram’s fortune, who was manipulated into blowing much of her $200 million inheritance by […]

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