For the Love of Your Family

Articles to LIFT Your Family

10 Tips for Charitable Giving This Holiday Season

According to a recent Forbes article, Americans donated more than $316 billion to charity last year – and most of that came from individuals.  Holidays are a traditional time of giving, and not just because we like to get in those year-end tax deductions! Forbes provided 10 tips for getting the most out of your […]

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New Help for Financial Caregivers

If you are helping an elderly parent or relative manage their finances or have been given a power of attorney, then you have both legal and ethical obligations in your role as a fiduciary. Basically, a fiduciary is legally bound to: Act in the person’s best interest.  You are not allowed to use their money […]

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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 who are disabled or have special needs, the estate planning process is more involved – and definitely more critical. The latest statistics show that five percent of minor children have some sort of disability, and the burden […]

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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 (or any other attorney) to ask, “How much do you charge for a will?” stop. It’s not the right question. The question you need an answer to first is “What do I really […]

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How to Get Your Boomerang Kid Off Your Couch & Ensure He Becomes an Adult You Are Proud to Say You Raised

A recent Economist article says a “perfect storm” of the poor economy of the past few years, resulting in fewer job prospects for college grads and other young adults has more kids than ever living at home well into adulthood. I believe it has a lot more to do with the fact that college simply […]

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Family Wealth Planning: The Single Most Important Thing You Can Do Now to Feel Better About Yourself As a Parent – and Leave the World a Better Place – No Matter How Much Money You Have in the Bank

If you are like most of the parents I know, you feel guilty. It’s what parents do. Whether your guilt is about not enough time with the kids, too much time with the kids, hovering incessantly, or being too laid back, you are worried you aren’t doing the right thing by your kids in some […]

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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 Marriage Act (DOMA).  The Windsor ruling has led to a number of recent federal rule changes from the IRS, Social Security Administration and other agencies that provide new estate planning opportunities for legally married same-sex couples. Earlier this […]

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The 10 Keys to Planning and Living Your Best Retirement

Three-day weekends like the Labor Day just passed give us all the tiniest snippet of a glimpse into what retirement might be like…i.e., extra time to do what we want.  But to have a fulfilling and enriching retirement, you need to do more than just wait to stumble upon your retirement.  You need to plan!  […]

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7 Steps for Effectively Managing an Inheritance

Research shows that a majority of baby boomers will receive an inheritance at some time during the lives, with the average inheritance estimated at almost $65,000.  Should you be the recipient of family largesse, here are 7 steps you can take to be sure your inheritance is managed wisely: Re-examine your financial goals. This should […]

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How to Ensure Your Life Insurance Benefits Go to Your Heirs

Recently, 11 major life insurance companies agreed to pay $763 million to the heirs of deceased policyholders after it was discovered the companies continued billing customers for their policies even after they were dead. This agreement is the second in the last two years to be reached with insurance companies, which had previously agreed to […]

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The Talk You Need to Have With Your Parents

When you were a kid, your parents dreaded the talk they had to have with you.  You know the one.  Well, now that you are an adult, there’s a talk you need to have with your parents that is likely to be just as squirm-worthy – which is why so many of us put it […]

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