The Estate Planning Scenario No One Prepares For
When tragedy strikes, estate planning suddenly matters. I’m currently helping a family who lost a loved one in a violent crime inside their home. The house is now a crime …
What Murdoch’s Family Trust Dispute Means for You
Rupert Murdoch, the media tycoon behind a $20 billion empire, is facing growing tensions within his family over the future of the family trust. The trust, which controls a significant …
How much money should you leave your kids in your estate plan?
There is a Nobel winning scientist who claims that happiness comes at around $100,000 a year. From an estate planning perspective, people are always asking me how much money they …
Ex-Girlfriend Inheriting $1 Million Retirement Account After 40 Years
In 1987, Jeffrey Rolison named Margaret Sjostedt as the sole beneficiary of his retirement account. Nearly four decades after their breakup, Margaret stands to inherit Jeffrey’s $1 million retirement fund …
SECURE 2.0 Act
How It Affects You and Your Retirement Account Beneficiaries On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The …
Important Milestones You Can Incorporate in Your Estate Plan
Life is full of contingencies. While some outcomes are relatively certain, other events are more difficult to predict. This uncertainty can create estate planning challenges. Because life changes quickly and …