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Tag: Personal Family Lawyer

  • How DIY Wills and Trusts Offer a False Sense of Security

    How DIY Wills and Trusts Offer a False Sense of Security

    Do-it-yourself Wills and Trusts are all over the internet, with promises of saving you money and protecting your loved ones after you’re gone. But don’t be fooled! They’re often way more trouble than they’re worth. Read more.

  • How To Protect Your Legacy In a Blended Family

    How To Protect Your Legacy In a Blended Family

    We all know that families these days come in many different shapes and sizes. Gone are the days when a “family” was defined as a mother, father, and two children. Blended families are increasingly common, and for them, Life and Legacy Planning is critical. A “blended family” comes into being when a single parent remarries.…

  • 13 Ways to Show Your Finances Some Love This Year – Part 2

    13 Ways to Show Your Finances Some Love This Year – Part 2

    Last week we explored seven ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: If you missed it, check out Part 1. This week, we are continuing the financial love with 6 more tips you can use to benefit your family this month and the…

  • 13 Ways to Show Your Finances Some Love This Year – Part 1

    13 Ways to Show Your Finances Some Love This Year – Part 1

    While thoughtful financial planning doesn’t sound as fun as a fancy night out or a night in with Netflix, making smart planning decisions with your assets is one of the best gifts you can give – and a gift that keeps giving over time. This week, we explore seven tax planning tips that not only…

  • Important Planning Conversations to Have With Your Parents

    Important Planning Conversations to Have With Your Parents

    If you’ve given any thought about estate planning, you probably associate it with preparing for death. But there are critical reasons for and significant benefits to planning while you’re still alive and well. Planning for your assets and your death is something that should start right now through honest, open conversations with your family. It…