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 a perfect time to talk to your loved ones about your shared goals, family resources…
Read More

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 your travels.  Can’t imagine doing one more thing before you take some much-needed time away? …
Read More

Capturing the Stories of Aging Loved Ones: The Power of Family Wealth Legacy Interviews

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing your loved ones aging or seeing how you’ve aged yourself…
Read More

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 goes beyond picking stocks and making money.  At this year’s Berkshire Hathaway annual shareholder meeting,…
Read More

4 Ways to Use AI to Make Life Easier for You and Your Family

Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to take some time to cover what the buzz is about and how you can use this technology to make your own life easier.  AI (artificial intelligence) language models like ChatGPT and…
Read More

4 Common Mistakes Made On Life Insurance Beneficiary Designations

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire consequences for the people you’re investing to protect and support.…
Read More
The right business planning

Why Every Adult Needs A Living Will

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also known simply as a “will.” But you may have also heard people talk about a “living will” and wonder what that is, and…
Read More

Green Funerals: 6 Eco-Friendly Options For Your Remains

The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have bodies that die and must be disposed of—we need to start seriously considering alternatives to traditional options for burial and cremation. Fortunately, more and more “green” options are being developed to reduce these…
Read More

7 Issues To Consider When Purchasing Disability Insurance

If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or injury, disability insurance is your answer. However, you need to make sure you are getting an insurance policy that will meet your needs and not waste your money.…
Read More

5 Smart Ways To Pay For Your Funeral That Won’t Leave Your Family To Foot The Bill

With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan should include enough money to cover this final expense. And if you are thinking of simply setting aside money in your will to cover your funeral expenses, you should seriously reconsider, as…
Read More

Life Planning

Why You Need to Update Your Estate Plan After These Life Events

Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that you review and update your plan at least every three years, no matter what happens in…

How to Discuss Estate Planning With Aging (or Sick) Loved Ones – Part 2

In our last newsletter, we shared the first part of our article on how to discuss estate planning with aging (or sick) loved ones. If you didn’t read it yet, you can do so here. The holidays can be the…

How to Discuss Estate Planning With Aging (or Sick) Loved Ones – Part 1

Someone you love is aging. Or maybe, facing a potentially terminal illness. And you know it’s time for them to think about end of life planning because the end of their life will impact you. So how do you broach…

Can Facing Your Death Actually Increase Happiness During Life?

Bhutan is an independent state in Southeast Asia, bordered by China to the north and India to the south.  Nestled in the Himalayas, Bhutan is the last remaining Buddhist state in the world. But one of the most unique aspects…

Life Changes that Require an Update to Your Estate Plan

Even if you do not have an estate plan that you’ve created, the State has one for you. And it’s likely one you won’t like. It may be time for you to review the plan the State has for you…

What You Can Learn from the Clintons’ Tax Returns

In anticipation of the election and in response to public demand, Hillary and Bill Clinton have released their 2015 federal tax return. Tax returns have been a hot topic this year, as candidate Donald Trump continues to refuse to release…

End-of-Life Communication and Care: A Struggle Most Physicians Encounter

Just as it is difficult for many of us to talk about our ultimate death, it is also difficult for doctors to talk about this eventuality with their patients. Most doctors did not specialize in palliative or end-of-life care, yet…

Khan Academy Reinforces Critical Education Skills – for Free!

The quality of the education a child receives through public or private school systems can vary greatly. The end product is a function of many variables, including teachers, administrators, parents, and of course, the children themselves. In a school setting,…

Name Legal Guardians for Your Kids for Free On This Website

One of the hardest things to do as a human being is to acknowledge our mortality. Some people even seem to think that if they ignore their eventual death, it will not happen. This is risky behavior for anyone, but…

Legal Rights of Grandparents: In Honor of National Grandparents Day

When all is ideal in a family, the bond between grandparent and child is a special one. Maybe you’ve even heard that grandparenting is the grand reward for parenting. But what happens when the grandparent becomes the parent? Or when…

PFL® firms in your area

Group 247

Everything you need to start planning today.

Use our PFL directory to find the right Personal Family Lawyer for you and the people you love.