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 […]
Time Goes Way Too Fast!
Desplácese hacia abajo para leer esto en español. Time Flies When You’re Having Fun! Turning 40 today and feeling a mix of excitement and nostalgia. Reflecting on the incredible journey so far, filled with countless memories and lessons learned. I am grateful for the amazing friends and family who have supported me along the way. […]
Happy Fourth of July + How We Are Making Life Easier!!!
Happy Fourth of July! Desplácese hacia abajo para leer esto en español. So many memories are made celebrating this special day with my family. From the BBQs to the fireworks, it’s always a time filled with joy and unforgettable memories. This week, we are wishing everyone a fantastic and safe Independence Day! Your Estate Planning […]
One Small Decision Can Change Your Children’s Lives…
Desplácese hacia abajo para leer esto en español. A Huge Thank You from Alex! A Personal Note: A huge thank you to everyone for the kind wishes and congratulations on our daughter’s high school graduation! We are incredibly proud of her and can’t wait to see where her next adventures take her. Celebrating her and […]
Celebrating Our Favorite Graduate with a Gift to You! 🎉
Desplácese hacia abajo para leer esto en español. We Have a High School Graduate!!! A Personal Note: I still do not think it has fully set in, but my daughter graduated from high school! We are so proud of her! She has matured so much in the last 6 months to a year and we […]
Fathers & Growing Financial Concerns
Desplácese hacia abajo para leer esto en español. Honoring the Amazing Fathers in our Lives! I’m so excited to celebrate my husband this weekend! He is an incredible father! As you can see in the photo, he gets on rides that spin at Disneyland to make the kids and I happy, even though he hates […]
An Epic Celebration — Arizona Style 🌵
Desplácese hacia abajo para leer esto en español. An Amazing Arizona-Style Celebration! I can’t believe my middle child is already 9! We celebrated in style with a trip to Arizona, where we caught a game to watch one of his favorite players, Corbin Carroll of the Diamondbacks. Touring the stadium was a hit, but the […]
Don’t Let This Crucial Question Derail Your Estate Plan
Sitting down to create or update your estate plan can be overwhelming. Crucial to a successful plan is your ability to address two major questions: Who will get your stuff when you die, and how do you want those individuals or charities to receive that stuff? Ways to Give Away Your Money and Property OutrightOne […]
Will You Have An Estate Tax Issue Soon?
The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in 2017 significantly increased the federal estate tax exemption to $10 million adjusted for inflation. This is the amount you can gift or leave to your loved ones at your death without […]
