For the Love of Your Family

Articles to LIFT Your Family

10 Common Errors When Naming Life Insurance Beneficiaries That Will Hurt the People You Love – and How to Fix Them

If you make a mistake in naming beneficiaries for your life insurance policy, the people you love will end up being hurt.  Insure.com recently provided a list of the 10 life insurance beneficiary mistakes to avoid.  We elaborate on how they’ll affect you and how to fix them. Naming minor children. If proceeds of your […]

Read More

How to Avoid Family Conflict When Making an Estate Plan

Unfortunately, money has a habit of bringing out the worst in people, even in the best of families.  One of the most important reasons to get your [city/state] estate plan handled is to keep your family out of conflict.  And, yet, without the right counsel, your estate plan could actually cause conflict! Here’s what to […]

Read More

6 Cases When a Trust is Better Than a Will

A will is one of the most basic estate planning documents, and everyone should have one to make sure that there is no question about what would happen to your assets and kids if something happens to you.  But there are some cases when having a trust in addition to a will is imperative; here […]

Read More

5 Key Decisions to Make With Your Spouse Before You Retire

Retirement decision-making for boomers is very different than it was for our parents, when it was usually just one spouse (Dad) who retired, with Mom sometimes reminding him that, “I married you for better or worse, but not for lunch!” Now both working spouses must make a decision together on their retirement, and each may […]

Read More

Striking a Balance Between Funding Your Retirement and Your Child’s Education

Many parents perceive a conflict between funding a child’s college education and building their own retirement nest egg.  The conflict usually arises from the lack of financial resources to do both while funding daily living expenses, so parents become stuck between priorities and usually wind up doing nothing at all. One of the things a […]

Read More

The Risks of Poorman’s Estate Planning: How to Pass on Property & Avoid Probate the Right Way

They call it the “poor man’s estate planning.”  Put your child on the title to your deed and avoid probate.  Yet this “poor man’s” planning often ends up, well, poorly; and costing a lot more for the people you love. Here’s why and what you can do about it: Risk #1 of Poorman’s Estate Planning: […]

Read More

Congratulations! It’s an Estate Plan! Protecting Your Newborn From Birth

In the process of becoming new parents, many couples become experts at planning – scheduling the birthing classes, planning the new nursery, even picking out a preschool. There is so much to think about before you welcome your new child. Unfortunately, one of the most important things you can do to protect your child is […]

Read More

New Social Security Rules and Services for 2013

There have been a number of new rules and services implemented by the Social Security Administration for 2013 that affect a majority of American workers as well as retirees: Expiration of the payroll tax cut.  Workers may have already noticed the hit their paychecks took this year due to the expiration of the payroll tax […]

Read More

5 Ways to Ease the Pain of the Payroll Tax Hike

While the fiscal cliff tax deal cut by Congress last month targeted primarily higher wage earners, every American worker is feeling the effects of the payroll tax hike that went into effect on January 1, raising the Social Security payroll tax from 4.2% to 6.2%. According to the Tax Policy Center, the average employee will […]

Read More

How to Secure Your Personal Information Online

Most of us conduct a lot of our personal business online these days, so the necessity of being savvy when it comes to security has never been greater.  Hackers are becoming much better at scouring our online lives – including social media networks – to get the information they need to compromise our security. Here […]

Read More

Tips to Help You Reboot Your Retirement Plan

Planning for a long and prosperous retirement is no longer just about the money; because of the recession, boomers are needing to reboot their retirement plans. Here are six tips to get you on the right track again: Get healthy. This should take priority even over saving more money, since significantly improving your physical health […]

Read More

Looking for a licensed Personal Family Lawyer®?