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Estate Planning 101: Wills vs Trusts

Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets to your loved ones upon your death, the way in which they work is quite different.

Estate Planning Must-Haves for Single Parents

Having an estate plan that covers the care of your children in case you should be in a severe accident, fall ill, or die welcomes peace of mind for the single parent knowing everything and everyone they love is taken care of.

10 Common Estate Planning Mistakes You Can't Afford to Make

Without a thorough understanding of how the legal process works upon your death or incapacity and applies specifically to your family dynamics and the nature of your assets, you’ll likely make serious mistakes when creating a DIY will or trust.

RESOURCES FOR LAWYERS

Love your law practice and your life.

Our online resource section provides timely advice and insight for lawyers growing their own practices who are ready to learn the Personal Family Lawyer Way. We feature industry-leading business guidance from our founder Ali Katz, as well as case studies, webinars, and training that you can receive even before you become a member.

Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all ...

Articles

Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both com...

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retire...

Q&A I want to keep things simple. Can I leave my 401K to my kids and our house to my wife?

QUESTION Q: I want to keep things simple. Can I leave my 401K to my kids and our house to my wife? — Clea...

Video resources

There is no shortage of advice flying around about estate planning, much of it from people
who aren't even lawyers. Get insight on the popular pitfalls and how emerging economic shifts
like cryptocurrency can affect your plan.

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Personal Resource Map

To keep from leaving a mess for your family, what can you do yourself? What do you need a lawyer for? How do you make sure your wishes are followed? Watch our FREE training to get these answers and more. After you complete your Personal Resource Map, you'll be able to print this information for your family so they know exactly what you have, like a treasure map for the people you love.

Schedule your Family Wealth Planning Session
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virginia

Hi, I’m Pam Starsia. I became a Personal Family Lawyer because I’m passionate about educating and empowering people to create estate, life, ...

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Juniper Law, PLLC

I became a Personal Family Lawyer to help people like you and families like yours plan for the future. Facing the potential for incapacity a...

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Das Law, PLLC

Let’s talk about your death . . . or incapacity. If something unfortunate happens, what will happen to your assets that you’ve worked so har...

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Legacy Lawyers, PLLC

Hi. I’m John W. Heck. I became a Personal Family Lawyer because I have seen the consequences of failed estate planning in my immediate famil...

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Edris Law

In my practice, I focus on Family Protection, Wealth Preservation, and Value-Based Planning. I’m also experienced with wealth planning strat...

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Brown Law Offices

Lisa Brown Esq. is the principal attorney for Brown Law Offices. She received her J.D. from The George Washington University Law School and ...

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Millennium Attorney

Naureen Rahman has been practicing law for over twenty years in the Maryland, DC-Metropolitan area. She has practiced across numerous sector...

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Reflections Life Planning, LLC

I love being able to guide my clients through a unique planning process that empowers them to live a financially fulfilling life now while e...

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