For the Love of Your Family

Articles to LIFT Your Family

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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Consider Your Estate Plan Before You Travel

We are fast approaching the holidays, when travel is the busiest and careful planning is necessary to nab the best airfare or book that New Year’s beach cottage before it slips away.  One thing that is probably not on your travel to-do list is estate planning, but it should be so you can travel with […]

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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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How to Reduce the Risk of Identity Theft When a Loved One Dies

A new trend in identity theft – afterlife identity theft – is on the rise, with thieves scouring obituaries for personal information to steal the identities of those who have passed.  When you lose a loved one, it is important to take quick action and notify a number of institutions and government agencies about the […]

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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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Planning for What Happens Last

Seth Godin is a well known and oft-quoted American entrepreneur who has authored 13 best sellers that have been translated into 33 languages.  Recently, he wrote a post on his blog at SethGodin.com that is a must-read for everyone.  I am reprinting it here in its entirety, so please take a few moments to digest […]

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Making a Plan for Your Digital Assets

According to a 2011 McAfee study, Americans value the digital assets they own across multiple digital devices at nearly $55,000.  Unfortunately, a vast majority of us have not planned for what happens to these assets after we’re gone. Estate planning for digital assets is growing as fast as technology, and involves issues of security, privacy […]

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