For the Love of Your Family

Articles to LIFT Your Family

Once Your Kids Are 18, Make Sure They Sign These Documents

While estate planning is probably one of the last things your teenage kids are thinking about, given the dire threat coronavirus represents, when they turn 18, it should be their (and your) number-one priority. Here’s why: At 18, they become legal adults in the eyes of the law, so you no longer have the authority […]

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Who Would Care For Your Children If You Got Sick With COVID-19?

The pandemic is causing us to consider a lot of things that we may not have before, even if maybe we should have. It brings to mind something a colleague of mine shared recently. One unremarkable weekend, she left her small children with a babysitter and headed out to enjoy dinner at a restaurant with […]

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3 Unique Ways to Handle the Guilt Inherent to Being a Parent

If you’re a parent, you may feel even more guilty than usual. If so, you are definitely not alone. Currently, the burden is on you to both carry on with your work and manage your child’s full-time care and education. Two full-time jobs that you’re trying to do by yourself, likely without teachers or care […]

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Money Talk: How Much Will You Share With Your Kids (and When)?

In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent parents. And, we hope to change it because one of the most important things you can do is talk to your kids (and your parents) about money.  […]

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Don’t Let Your Kids Move Out Without Signing These Documents

Watching your kids leave home to attend college or start their career can be an emotional time for you as a parent. On one hand, moving out on their own is a major accomplishment that should make you proud. On the other hand, having your kids leave the nest and face the world can also […]

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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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Is Platonic or Co-Parenting Right For You?

With societal attitudes about love, marriage, and parenting constantly evolving, our perception of what constitutes “family” is becoming more and more flexible. As family structures become more varied, we’re learning that when it comes to raising children, the marital status, gender, and even relationship status of the parents matters less and less. What children need […]

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Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased

When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it evokes, not the thing itself. For the founder and CEO […]

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How Will The Coming Wealth Transfer Affect Your Family?

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest transfer of intergenerational wealth in history. Because no one […]

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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 inheritance to bankroll a cult is probably something you’d never dream of, much less anticipate. Yet that’s exactly what 40-year-old Clare Bronfman, heiress to the multi-billion-dollar Seagram’s fortune, did with hers. In the end, with her inheritance—and […]

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