Estate Planning Mistakes Seniors Can’t Afford to Make

Estate planning really should be considered as soon as you acquire your first asset, have a child, or step into adulthood in any truly meaningful way. And yet many of us put it off for far too long, leaving ourselves and our families at risk of getting stuck in the court system in the event…
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The Key Differences Between Wills and Trusts

When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing on assets to heirs for hundreds of years. But wills aren’t your only option. And if you rely on a will alone to pass on what matters, you’re guaranteeing your family has…
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Before Your Kids Leave For College, Make Sure They Sign These Documents

With high school graduation coming up, many parents will soon watch their children become adults (at least in the eyes of the law) and leave home to pursue their education and career goals. Turning 18, graduating high school, and moving out is a huge accomplishment. And  it also comes with some serious responsibilities that probably…
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Estate Planning Tips for Ensuring Your Pets Are Properly Cared For

It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society estimates that between 100,00 to 500,000 pets are placed in shelters each year for exactly this reason, and a large number of these animals are ultimately euthanized. Whether we like it or…
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Estate Planning Best Practices Gleaned From Famous Celebrity Deaths

Discussing death can be awkward, and many people would prefer just to ignore estate planning all together. However, ignoring—or even putting off—such planning can be a huge mistake, as these celebrity stories will highlight. The next time one of your relatives tells you they don’t want to talk about estate planning, share these famous celebrities’…
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Common Estate Planning Issues for a Second (or More) Marriage

These days, second and even third marriages are fairly commonplace. And the estate planning issues that arise from multiple marriages can be highly complex and confusing. Merging two families into one presents unique legal and financial challenges that can cause significant conflict and distress unless effective estate planning has been put into place early on.…
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Same-Gender Couples Fighting for Parental Rights Can Use Estate Planning

In 2015, when the Supreme Court ruled that same-gender couples had the right to marry, the LGBTQ community celebrated a huge victory. With the issue of marriage settled, it looked as if same-gender couples were finally going to have equal standing with heterosexual couples in the eyes of the law. But while same-gender couples now…
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5 Common Estate Planning Mistakes and How to Avoid Them

Since estate planning involves thinking about death, many people put it off until their senior years or simply ignore it all together until it becomes too late. This kind of unwillingness to face reality can create major hardship, expense, and mess for the loved ones and assets you leave behind. While not having any estate…
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What to Expect From Your Initial Meeting With Your Personal Family Lawyer®

Whether you’ve met with an estate planning attorney before or it’s your first time, it’s important to understand how working with a Personal Family Lawyer® is different than meeting with a traditional lawyer. This article will explain what’s involved with such a consultation, and it may even inspire you to meet with a Personal Family…
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Ready to Write Your Will? Consider This Before You Go It Alone or Online.

A last will and testament is the most commonly thought of document when it comes to an estate plan. But, really, it’s a very small part of an integrated plan that ensures your family stays out of Court and out of conflict when something happens to you. Don’t think you can just write your own…
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Estate Planning

Include Your Intellectual Property in Your Estate Plan

You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property…

Help Your Parents Avoid These New Financial Scams – Part 2

In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and cryptocurrency pickpocketing. In this week’s blog, I’m sharing two more scams that you and your parents need to…

Help Your Parents Avoid These New Financial Scams – Part 1

Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target their victims, especially seniors. To protect your aging parents (or yourself) from these con artists, it’s crucial to…

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

You might think that estate planning is something you can complete one time and then check off your to-do list for good. But the reality is that in order for your estate plan to work for you no matter how…

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after. It seems to be how most lawyers structure their services, so it wouldn’t be surprising…

Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and reminisce about the wonderful memories you share together. If you’re getting together with family this month, it’s also…

Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it’s essential to ensure that your legal affairs are in order so you can fully relax during…

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2

Last week we started the discussion of why it’s so important for LGBTQ+ families to invest in custom estate planning. While major strides for LGBTQ+ rights have been made in recent years, estate planning law is still written with hetero,…

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1

June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the progress made in the fight for equal rights. While significant strides have been made, such as the legalization of same-gender…

Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom…

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