For the Love of Your Family

Articles to LIFT Your Family

A Plan for Protecting Your Most Valuable Asset: Your Children

If you have young children, chances are that your summer activities include some careful planning to keep them safe from harm.  Unfortunately, even with proper precautions in place, accidents do happen and not just to children.  Have you planned for what will happen to your children if you are the one involved in a tragic […]

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Will the Inheritance You Leave Be a Blessing or an Albatross?

Rock musician Sting recently announced that his children will not inherit his estimated $300 million fortune, saying that these riches are “albatrosses around their necks.” The product of a British working class background, Sting is currently one of England’s wealthiest musicians, but says that he will not be passing that fortune on to his six […]

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How Real Men Celebrate Father’s Day

Do you know what it takes to be a real man?  Although the expectations of both men and women have evolved over the last few decades, there are still some fundamental characteristics that most people would agree constitute what it means to be a “real man.” At the top of that list would be protecting […]

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Greatest Wealth Transfer in History Underway – What’s Your Plan?

A new study from the Boston College Center on Wealth and Philanthropy shows that the greatest wealth transfer in history is currently underway, with more than $59 trillion passing to heirs, charities and Uncle Sam between now and 2061. The majority of this wealth — $36 trillion — is being passed directly to heirs and […]

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How to Balance Family Memories with Future Plans for a Vacation Home

Summer has officially arrived and for those of us fortunate enough to have a vacation home – whether it’s a fishing camp on a lazy river or an oceanfront estate – the time has come to make more good memories and celebrate family traditions at that special place. A recent Forbes.com article provides some tips […]

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Unconditional Love Doesn’t Have to Mean Unconditional Inheritance

Most parents love their children unconditionally and want to do whatever they can to smooth life’s rough road for them.  But that unconditional love doesn’t necessarily mean that unconditional trust exists when it comes to leaving children with a hefty inheritance. A recent Forbes article looked at smart ways that parents can pass the love […]

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7 Steps to Creating an Estate Plan That Keeps Your Family Out of Court

Many people fail to create an estate plan because they don’t truly understand what is involved and therefore believe it is too complicated. But the real truth is that creating an estate plan during your lifetime is far less complicated than what your family will deal with after you are gone, if you don’t: Create […]

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The Wealth Creation Trust: A Gift That Keeps On Giving

The perfect gift for your child or grandchild on the occasion of their birth, Bar or Bat Mitzvah, Sweet 16 or Quinceañera cannot be found in any store.  Instead, the hopes and wishes you have for your child (or grandchild’s) future can best be expressed with a gift of security, resources and a foundation of […]

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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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