For the Love of Your Family

Articles to LIFT Your Family

Vacations Are the Perfect Time for Families to Talk About Estate Planning

If you are like most Americans, you will probably be spending at least some of your vacation time this summer with older family members. While there are few perfect times to talk with parents about their estate plan, the relaxed times you spend together on vacation can be one of them. Here are some tips […]

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Give While You Live to Avoid a Family Feud

A recent article in the New York Post about brothers battling over a painting from their uncle’s estate serves as a reminder of the importance of designating a destination for your personal property, either through a will or by gifting while you are still alive. The brotherly brouhaha came about after noted Manhattan interior designer […]

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How Advance Medical Directives Became a Way of Life in One American Town

With just over 50,000 residents, La Crosse is a lot like other small American towns – but there is one thing that makes La Crosse stand out:  96% of La Crosse residents who have died have had an advance medical directive in place.  Nationally, the percentage of Americans with an advance directive stands at about […]

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Does anyone still spank children?

Pediatrician Dr. Bill Sears is the author of more than 30 books on childcare, has appeared on dozens of national talk shows, provides medical and parenting guidance for Parenting and BabyTalk magazines, received his pediatric training at Harvard Medical School’s Children’s Hospital, is an associate clinical professor of pediatrics at University of California, Irvine School […]

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Subject: Receiving an Inheritance One Day? Here’s What to Do Now.

Baby boomers are set to inherit up to $8.4 trillion over the next 15 years, according to The Center for Retirement Research at Boston College.  A recent New York Times article explored the complicated issues that these inheritances can bring, including transferring the emotional attachment you had to your parents to what they have left […]

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How to Protect Life Insurance Proceeds from Taxation

If you have been responsible enough to purchase a life insurance policy as added protection for your loved ones, then you will want to carry that responsible action a little further by protecting that important payout from taxation. If you are married and have named your spouse as the beneficiary of your life insurance policy, […]

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A Prolonged Death Provides Lessons for the Living

Everyone agreed on one thing:  Marlise Munoz was dead.  The 33-year-old Texas wife, mother and paramedic got up in the night on Nov. 26, 2013, to tend to her toddler son and suffered a pulmonary embolism.  Her husband Erick, also a paramedic, was able to briefly get her breathing again and she was transported to […]

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How to Preserve a Family Vacation Home with a Trust

If you are fortunate enough to have a family vacation home, you know the emotional value it holds for every member of your family.  Many cherished family memories are rooted in a special place, which makes it important for current and future generations to preserve it properly. A recent Wall Street Journal article explored the […]

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How to Pass Along Family Heirlooms Peacefully

A recent Wall Street Journal article noted that boomers and seniors are more interested in passing along family heirlooms and history, leaving a legacy for future generations that extends beyond money. Citing a 2012 survey by Allianz Life Insurance that found 86% of boomers and 74% of Americans aged 72+ said keeping family history alive […]

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6 Tax Questions to Ask Before Year-End

Everyone’s “to-do” lists seem to grow longer at this time of year, but yours is incomplete until you ask your Personal Family Lawyer® to support you to get these six tax questions answered before the end of the year: Should I defer or accelerate income?  If it looks like you’ll be in a higher tax […]

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7 Reasons to Consider a Trust for Your Family

Do you consider trusts to be instruments of the wealthy?  While it is true that many Americans of means have trusts to protect and pass their wealth, there are a number of reasons why trusts can also be useful for middle-class families.  Here are 7 of them: Control distribution of assets. You wouldn’t hand over […]

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