Kid putting money in piggybank with parents

How and When to Talk to Your Children About Money

May 22, 2018

Whether you consider yourself wealthy or not, you need to think about how (and when) you’ll talk with your children about money, whether they’re little kids, tweens, teens, or already adults.

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last will and testament form

The Key Differences Between Wills and Trusts

May 15, 2018

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 to go to court when you die.

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Before Your Kids Leave For College, Make Sure They Sign These Documents

May 8, 2018

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.

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Estate Planning Tips for Ensuring Your Pets Are Properly Cared For

April 24, 2018

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.

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Income tax 1040 us individual tax return form and magnifying glass

What to Expect From (and How to Prepare For) an Initial Estate Planning Meeting With Your Personal Family Lawyer®

April 17, 2018

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.

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Reasons to Establish a Trust (and Being Rich Isn’t One of Them)

April 10, 2018

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate planning tool for many people with a wide range of incomes who want to accomplish a specific purpose with their money.

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Choosing the Right Life Insurance Policy

April 3, 2018

While purchasing life insurance may seem pretty straightforward, it’s actually quite complex, especially with so many different types available.

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4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse

March 27, 2018

Some of the most disturbing crimes against the elderly involve financial exploitation. While physical abuse is often easy to spot, financial abuse can be more difficult to detect, as victims often have no idea they’re being swindled until their money suddenly vanishes.

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5 Common Estate Planning Mistakes and How to Avoid Them

March 20, 2018

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.

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Common Estate Planning Issues You Must Navigate When Contemplating a Second (or More) Marriage

March 13, 2018

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.

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