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Tag: Inheritance Planning

What Dolly Parton's Estate Reminds Us About Planning Without Children
Estate Planning

What Dolly Parton’s Estate Reminds Us About Planning Without Children

Dolly Parton’s passing at 80, leaving behind an estimated $450 million fortune, is a reminder of just how complicated even a well-planned estate can look from the outside. Parton and …

Client Changes Everything After Learning Family's Plans
Beneficiary / Wills

Client Changes Everything After Learning Family’s Plans

Here’s something I see more often than people expect: a family member finds out what their inheritance is actually going to be, and it changes everything. I met with a …

Avoid Family Conflict Over Inherited Personal Belongings
Estate Planning

Avoid Family Conflict Over Inherited Personal Belongings

Love Leaves More Than Memories. It Leaves Decisions. When a loved one passes, what’s left behind is not just a house, a bank account, or legal paperwork. It’s the small …

Allison Kierman talks : is 3% of an Estate Enough to Live On
Estate Planning

Is 3% of an Estate Enough to Live On?

If your spouse’s trust said you receive 3%, would you be happy or upset? It all depends on what 3% actually represents. If the estate is large, it could still …

Arizona Real Estate to Your Loved Ones
Trusts

Ways to Leave Arizona Real Estate to Your Loved Ones

Owning real estate continues to be one of the most popular investment choices for individuals and couples alike. However, it is important to understand that property can be owned in …

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