Matthew Perry’s Estate Plan: The Lasting Impact of Trusts
The recent passing of beloved actor Matthew Perry, known for his iconic role as Chandler Bing in Friends, has sparked conversations about the importance of estate planning. Reports suggest that Perry’s estate included a trust, a strategic choice that offers key benefits for both the wealthy and everyday individuals. Matthew Perry’s Estate and the Role […]
Gloria Vanderbilt: No Trust Fund Kids for Her
We are at the precipice of what is being called “The Greatest Wealth Transfer in History,” as baby boomers are set to pass down $84 trillion to younger generations.[1] Every parent wants to see their children succeed. But some may wonder whether an inheritance will help promote or hinder the future success of their children. Famous […]
Why Estate Planning is for Life, Not Death
We know that no one likes to think about death. Which is why many people procrastinate when it comes to estate planning. Because it’s for when you die, right? Wrong! When done the right way, creating an estate plan makes your life better. Here are some of the things that estate planning does for you […]
Important Steps to Protect Your Special Beneficiaries
All children are a blessing. From the day they are born, you begin making plans to ensure thatyour child or grandchild has a bright future. What will their interests be? What job will they have?Who will they marry? While these are common concerns for most families, for those with aspecial needs child or grandchild, taking […]
A $500 Trust…
Desplácese hacia abajo para leer esto en español. Is a $500 Trust the Right Investment for Your Future? I was recently invited by a local church to speak on estate planning. The church asked if I could return and meet with some of the members of the church for consultations. Of course, I was happy […]
Why Estate Planning is Essential for Single Working Women
August 4th marks Single Working Women’s Day, a celebration of the incredible contributions and achievements of single working women across the globe. These remarkable women juggle careers, personal lives, and often families, all while breaking barriers and redefining success. As we celebrate their resilience and strength, it’s essential to consider a crucial aspect of their […]
In the Blink of An Eye…
Desplácese hacia abajo para leer esto en español. In the Blink of An Eye… They Are Turning 18!!! My oldest is turning 18 years old soon! Time flies, and though I’m filled with a whirlwind of emotions, I am so proud of her and excited to see where this next chapter takes her. This got me […]
A Parent’s Guide to Power of Attorney for College-Bound Kids
As children head off to college, a parent’s role evolves, but the need for support and guidance remains. Most college-bound students are 18-year-olds and legal adults, meaning parents are no longer automatically entitled to make decisions on their behalf. This shift can pose significant challenges, particularly in medical emergencies. To mitigate these issues, parents are […]
Avoid This ENORMOUS Oversight
Desplácese hacia abajo para leer esto en español. A Huge “Thank You” for the Birthday Wishes! 🎉 Thank you all for the amazing birthday wishes! Celebrating 40 couldn’t have been better— my family and I took a short trip to San Diego so I was surrounded by my favorite people. Reflecting on the last decade, […]
Nearly 40 Years After Their Breakup, His Ex-Girlfriend Is Inheriting His $1 Million Retirement Account
In 1987, Jeffrey Rolison filled out a handwritten form naming Margaret Sjostedt as the sole beneficiary of his work retirement account. Nearly 40 years after their breakup, Margaret is poised to inherit Jeffrey’s $1 million retirement account because Rolison never updated this form. When he passed away in 2015, she was still listed as the […]
