Happy grandfather and a minor granddaughter after avoiding common estate planning mistakes

As a Personal Family Lawyer®, I see many of the same estate planning mistakes made time and again by people who either fail to plan properly or who use “do-it-yourself” estate planning websites or forms in an effort to save money. Without professional guidance, this can cause more problems for your heirs and end up…

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Doing your estate planning guarantees your children to go to college

“There are no secrets to success. It is the result of preparation, hard work, and learning from failure.” – Colin Powell If you are like most parents, your primary objective is to support your children to be prepared to   handle the pressures of adulthood.  If you have wondered what the most important thing you can…

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Kelly Clarkson needs to consider estate planning for her family when she is creating a blended family

Starting a new family is always exciting and even a tad scary. This natural apprehension can be enhanced when a couple creates a blended family. Bringing children from different parents together presents challenges – and those challenges are multiplied when the couple has new children of their own. Former American Idol star Kelly Clarkson recently…

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The four tricky cons of 2016 for estate planning

The Four Tricky Cons of 2016 Electronic technology has brought about tremendous benefits for today’s society. We can access goods, services, and information, all at the touch of a button. The flip-side of that coin, however, is that this same technology has also spawned countless new opportunities for dishonesty and crime. It is unlikely that…

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Six strategies to save money on taxes through pre-tax contributions and nontaxable benefits

Here’s How You Can Save Money You Might Be Losing Right Now Did you know there are many steps that you can take to save money via your employment?  Some of these strategies work by allowing you to pay for things with pre-tax money, which could go up to 40% (depending on your tax bracket)…

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Estate planning for your children is never too early for your family

Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned about what will happen to their family when they pass on, young, growing families can be more focused on what is happening to their family in the present. And you…

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A family playing in the park after incorporating their values in their family estate planning

Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values as some of the most important things to pass down to heirs. In…

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Image of coming soon

Spring has officially sprung and that means it’s spring cleaning time. Shake out the rugs, clean out the cupboards, and get your legal and financial affairs in order. For plenty of folks, it’s easy to know what to do when it comes to home organization, but the idea of legal and financial ordering can be…

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