Did Microsoft Founder Paul Allen Have an Estate Plan?
The question isn't whether the secretive Microsoft founder structured his finances for maximum posthumous impact. It's...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
Be Cautious If You’ve Inherited a Sizeable Amount
"My favorite aunt passed away last year, and I inherited $2,500,000 after her probate. The check came last week. It has been...
Preparing for the Inevitable: End of Life Decisions
"Are you ready for the end of life? Many of us can resolutely answer "no." I am not implying preparation for life after...
Legal Challenges for Grandparents Raising Grandchildren
"As opiate addiction has ravaged our communities, children are often left in the lurch, and grandparents and others trying...
Mind the Gap: Estate Tax Cliff
"When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying about the...
The Time to Plan is Now and Not Later
"The client wanted her surviving spouse to have access to her work email, but her employer shut down the email account...
BIG Retirement Mistakes You Might Make
Though retirement can be a fulfilling time in people's lives, it can also be a stressful one. This especially holds true, if...
Planning for the Sad Truth of Growing Old Together
"If you're part of a married couple, it's highly likely that one of you will become a widow or widower at some point....
Celebrated Your 50th Birthday? Retirement Savings Considerations
The 50s are the time of life when your kids are starting to become more independent and may have already moved out. If...
Retirement Savings: Focus on Flexibility Instead of That 4% Rule
There is a longstanding 4% rule of thumb that was developed in the mid-1990s, outlining how much a person could safely...