by Trish Butcher | Apr 12, 2021 | Estate Planning, Personalized Estate Plan
Q: What estate planning documents should my son, who just turned 18 and is planning to attend college in the fall, have in place? -Prudent Papa ______________________________________________________________________________ A: Dear Prudent: At age 18, your son is now...
by Trish Butcher | Mar 23, 2021 | Asset Protection, Blended Family, Estate Planning, Personalized Estate Plan
Legendary TV and radio host, Larry King, died at Cedars-Sinai Medical Center in Los Angeles on January 23rd, 2021 at age 87. Larry was hospitalized in December due to COVID-19, but he’d recently been moved from the ICU to a regular hospital room after recovering from...
by Trish Butcher | Mar 15, 2021 | Asset Protection, Blended Family, Estate Planning, Personalized Estate Plan
Legendary TV and radio host, Larry King, died at Cedars-Sinai Medical Center in Los Angeles on January 23rd, 2021 at age 87. Larry was hospitalized in December due to COVID-19, but he’d recently been moved from the ICU to a regular hospital room after recovering from...
by Trish Butcher | Mar 3, 2021 | Estate Planning, Personalized Estate Plan
Within the past year, a combination of new legislation (SECURE Act) and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as...
by Trish Butcher | Feb 16, 2021 | Asset Protection, Estate Planning, Personalized Estate Plan
Joe Biden has been elected President, and no matter who you voted for on November 3rd, you need to start considering the potential legal, financial, and tax impacts the change of leadership might have on your family’s planning. And as you’ll learn here, there are a...
by Trish Butcher | Feb 15, 2021 | Asset Protection, Estate Planning, Personalized Estate Plan
Joe Biden has been elected President, and no matter who you voted for on November 3rd, you need to start considering the potential legal, financial, and tax impacts the change of leadership might have on your family’s planning. And as you’ll learn here, there are a...