Estate Planning 5 - Personal Family Lawyer

Protect Your Home, Family, and Assets From The Threat Of Natural Disasters

March 2, 2022

Over just the last two years, we’ve seen historic levels of damage caused by natural disasters in the U.S. From blizzards in Texas and wildfires in California to hurricanes in Louisiana and tornados in the Midwest, few regions of the country are immune to such catastrophes. And based on the latest data from the United…

What To Expect From Your Initial Meeting With A Personal Family Lawyer®

February 25, 2022

Whether you’ve met with an estate planning lawyer before or it’s your first time, it’s important to understand how working with a Personal Family Lawyer® is different from meeting with a traditional lawyer. Here we will explain what’s involved with our process, in hopes that it will inspire you to meet with a Personal Family…

4 Reasons Why Estate Planning Is So Essential For Business Owners

February 11, 2022

If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over your potential incapacity or death can seem far less urgent. But the reality is considering…

Purchasing Life Insurance For Your Family: What You Need To Know

February 4, 2022

Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety net in the event of your death. Whether those dependents include your spouse, children, aging parents, business associates, or all of the above, investing in life insurance is a way to say…

Don’t Leave Your Children With The Babysitter Until You Read This

January 28, 2022

As we head into the third year of the pandemic, we are coming to terms with just how fragile our lives and health really are. If you haven’t gotten sick yourself, it’s almost certain you know someone who has, and many of us even know of one or more individuals who have died in the…

Why Putting Your Family Home In A Trust Is A Smart Move—Part 2

December 24, 2021

This article is part two of a two-part series on the benefits of putting your home in a trust. Part one of this series ran on December 10, 2021. If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely…

How to Pass Down Your Family Wealth Legacy During The Holidays

December 17, 2021

As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you’ll leave behind, but also includes your values, insights, stories, and experience. And, while those things are being passed on happenstance on the daily, we know that intentionally creating…

FAQs About Long-Term Care Insurance

November 26, 2021

Our nation’s population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact, by 2034, seniors (age 65 and older) will outnumber children under age 18 for the first time in U.S. history, according to Census Bureau projections. With the booming elderly population,…

10 Things You Should Know About Living Wills

November 19, 2021

When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a “last will and testament,” which is also known simply as a “will.” But you may have also heard people talk about what’s called a “living will.” Both terms describe important legal…

10 Things You Should Know About Living Wills

Think You Are Too Young to Need An Estate Plan? Think Again.

November 12, 2021

The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes is related to estate planning. For the first time since the study’s inception, Caring.com’s 2021 Wills and Estate Planning Study found that young adults are now more likely to have an…

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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…