I now have a a favorite do-it yourself, or DIY estate planning software. I started practicing law in 2004, at a time when LegalZoom propelled its popularity. I received a phone call from someone who wanted me to help him fill out […]
Is Life Insurance a better choice than a ROTH IRA? If you are contemplating a self-directed ROTH IRA, here is another option for consideration. While I help people with self-directed IRAs all over the country, on this concept I only work with […]
There is a HUGE difference between planning for your spouse’s death and planning your spouse’s death. The first a prudent part of life, the 2nd can lead to a felony.
Albany Life ad […]
Choosing an IRA beneficiary is as easy as using the beneficiary form provided by the IRA custodian, but the tax consequences often confuse people. The beneficiary designation form determines who inherits your IRA, not your will. Washington State passed the first “super-will” […]
Is a life insurance company liable for a missing beneficiary form?
The Cast of “I Love Lucy”
Ricky became responsible for child support payments for the benefit of Ricky […]
A life insurance trust owning your policy, coupled with proper payment transfers, will keep the value of the life insurance out of your estate. Life insurance is typically part of an estate’s gross value. The estate is then allowed certain deductions to reach […]
Do you have an exit strategy for your self directed IRA (SDIRA)?
Most clients I work with do not have an exit strategy. In fact, they had not entertained the idea. Why is […]
A Seattle estate planning firm is currently advertising on local radio to use their estate planning services so what happened to Casey Kasem's $80M estate won't happen to you. I am calling bullshit on this ad.
I am not a fan of rap music. However, if I were to pick a favorite rap artist I might pick Tupac. He helped me see into a world I don’t understand. […]