For the Love of Your Family

Articles to LIFT Your Family

What Is a Trust?

A trust is a legal creation set up to benefit someone or something. For example, some people set up trusts to benefit their children, their grandchildren, or even charities. It is easiest to understand if you think about three separate people being involved. One person, called the grantor, funds the trust somehow, by placing money […]

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Estate Planning for Blended Families

The term “blended family” has become commonplace in our society and refers to a family where one or both spouses were previously married and have children from the prior marriage. In some instances, the new couple goes on to have children of their own. With children, stepchildren and ex-spouses involved, estate planning can get quite […]

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Estate Planning with Gifts to Grandchildren

If you are in your “golden years” and are looking for ways to spread your wealth, you should consider the various tools that will allow you to financially protect and benefit your grandchildren. Carefully planning your gifts to your grandchildren is not only a generous act, but can also be a financially wise move in […]

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Protecting Your Child with a Special Needs Trust

When you have a family member with special needs, it is important to understand that your estate planning strategy is unique and requires the assistance of an attorney experienced in creating Special Needs Trusts. If an inheritancet is left directly to your family member with special needs, it could result in the loss of essential […]

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5 Ways to Keep Your Family Out of Court After You Die

You have likely heard over and over that there are many advantages to creating a comprehensive estate plan. One of the most important benefits for many individuals is that it allows you to help prevent disputes among your loved ones after you are gone. Below are a few steps to follow when establishing your estate […]

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How to Protect Family Heirlooms From a Family Feud

The passing of family heirlooms from one generation to another should be welcome tradition in most families, but unfortunately, this process can cause long-lasting family rifts if not done properly. There are many stories of families that have split over a silver tea service or a portrait of a long-dead ancestor. In fact, you may […]

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What Every Single Parent Needs to Know About Estate Planning

If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, sports teams and the inevitable emergencies that fill the lives of single parents everywhere. Being a single parent is a huge responsibility. You may have taken it on willingly or […]

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Why Not Every Child Should be Equal When It Comes to Your Estate Plan

It is natural for parents to want to treat their children equally when it comes to inheritances.  However, equal treatment is not always the best course of action when it comes to estate planning and gifts.  Here are some situations that call for unequal treatment: Naming executors – while your first instinct may be to […]

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Is Your Living Trust Really Going to Work For the People You Love?

Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But there are a few more benefits of a living trust that can help you do much more than that, if it’s set up right: Asset protection for heirs. One of the most significant benefits of a living trust […]

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What to Do When a Spouse Suddenly Dies … Lessons from the Death of Sheryl Sandberg’s Husband, Dave Goldberg

The shock over the death of 47-year-old SurveyMonkey CEO Dave Goldberg, husband of Facebook COO Sheryl Sandberg and the father of two small children, continues to resonate for many reasons.  First, he was so young, how could this happen?  Second, they are so rich, how could this happen? Money, youth and success are no deterrents […]

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What You Can Learn From the Estate Planning Mistakes of Others

There is much to be learned from the mistakes of others and the celebrity world abounds with cautionary tales when it comes to estate planning.  Even with all the financial resources available to them, celebrities can neglect the basics when it comes to protecting assets. We come across sad tales all the time of “regular” […]

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