Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Capturing the Stories of Aging Loved Ones: The Power of Family Wealth Legacy Interviews
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
4 Ways to Use AI to Make Life Easier for You and Your Family
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Why Every Adult Needs A Living Will
Green Funerals: 6 Eco-Friendly Options For Your Remains
7 Issues To Consider When Purchasing Disability Insurance
5 Smart Ways To Pay For Your Funeral That Won’t Leave Your Family To Foot The Bill
Life Planning
What Is a Trust?
A trust is a legal creation set up to benefit someone or something. For example, some people set up trusts to benefit their children, their grandchildren, or even charities. It is easiest to understand if you think about three separate…
The Top Three Things to Know Before You Sign a Residential Lease
If you own your home or you’ve been renting so long that this information is old hat to you, consider sharing the details with a young adult or almost adult in your family who would benefit from this knowledge. One…
Protecting Your Child with a Special Needs Trust
When you have a family member with special needs, it is important to understand that your estate planning strategy is unique and requires the assistance of an attorney experienced in creating Special Needs Trusts. If an inheritancet is left directly…
How to Protect Family Heirlooms From a Family Feud
The passing of family heirlooms from one generation to another should be welcome tradition in most families, but unfortunately, this process can cause long-lasting family rifts if not done properly. There are many stories of families that have split over…
5 Steps to Fix Your Battered Retirement Plan
It’s no secret that a majority of Americans are ill-prepared for retirement. A recent Forbes.com post detailed the 5 steps you can take now to being repairing the hole in your retirement plan: Pay yourself first. Set up an account…
Estate Planning for Your Digital Afterlife
If you’re like most Americans, you have a rich digital life. You may bank online, invest online and certainly interact socially online. But where do those assets go after you go? And how will your loved one’s get access to…
Is Your Living Trust Really Going to Work For the People You Love?
Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But there are a few more benefits of a living trust that can help you do much more than that, if it’s set up…
How You Can Avoid Being Taken Advantage of Once You Become Elderly
A 2010 study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age of 65 — had already been a victim of financial abuse. Here are some tips…
How to Tell If It’s Time to Change Your Will
Current research shows that only about half of Americans have a will, and probably less than that have changed their wills when certain life circumstances dictate that a change is in order. There are several common occurrences that can trigger…
5 Things You Need to Know Before You Name Beneficiaries
Once you have chosen the people you want to receive any of your assets — either from a will, a trust, a life insurance policy or a retirement or bank account — the way you designate how they will inherit…
PFL® firms in your area
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.