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Read more about the article Remove Beneficiary Designations on Non-Retirement Accounts

Remove Beneficiary Designations on Non-Retirement Accounts

  • Post author:Beau Ruff
  • Post published:April 6, 2022
  • Post category:Account Resources/Estate Planning/Family/Insurance/Investing

Non-retirement investment accounts are often set up with wealth management firms. When the account is set up, there is an option to put a beneficiary designation on the account and…

Continue ReadingRemove Beneficiary Designations on Non-Retirement Accounts
Read more about the article Fractional Ownership of Family Property

Fractional Ownership of Family Property

  • Post author:Beau Ruff
  • Post published:March 1, 2022
  • Post category:Estate Planning/Family/Gifting/Legal/Real Estate

In most families, the parents dream of leaving a legacy to their children. Of course, the parents want to create a legacy in terms of intrinsic family values and ethics…

Continue ReadingFractional Ownership of Family Property
Read more about the article Moving Out of State to Avoid the Washington Estate Tax

Moving Out of State to Avoid the Washington Estate Tax

  • Post author:Beau Ruff
  • Post published:February 1, 2022
  • Post category:Estate Planning/Taxation

Washington state estate tax got you thinking of moving away? Maybe other things have you thinking of relocating and the estate tax is just the straw that broke the camel’s…

Continue ReadingMoving Out of State to Avoid the Washington Estate Tax
Read more about the article New Transfer on Death Deed Avoids Probate and Seamlessly Transfers Land

New Transfer on Death Deed Avoids Probate and Seamlessly Transfers Land

  • Post author:Beau Ruff
  • Post published:October 6, 2021
  • Post category:Estate Planning/Real Estate

One of the challenges facing an individual that owns property outside of his or her state of residence is the fact that a person’s estate generally must go through probate…

Continue ReadingNew Transfer on Death Deed Avoids Probate and Seamlessly Transfers Land
Read more about the article The Multi-Pronged Approach to Paying for Your Child’s Education

The Multi-Pronged Approach to Paying for Your Child’s Education

  • Post author:Beau Ruff
  • Post published:September 1, 2021
  • Post category:Education/Estate Planning/Family/Financial Planning/Insurance/Legal

As higher education costs continue to rise, it’s important to consider how best to fund your child’s or grandchild’s education. I propose a multi-pronged approach to utilize tax-advantaged 529 plans,…

Continue ReadingThe Multi-Pronged Approach to Paying for Your Child’s Education
Read more about the article Spousal Trust for Protection for Your Spouse (or From Your Spouse)

Spousal Trust for Protection for Your Spouse (or From Your Spouse)

  • Post author:Beau Ruff
  • Post published:August 1, 2021
  • Post category:Estate Planning/Family/Taxation

A trust set up for the benefit of your spouse can provide powerful protection for your spouse while at the same time protect your vision for the ultimate distribution of…

Continue ReadingSpousal Trust for Protection for Your Spouse (or From Your Spouse)
Read more about the article Charitable Lead Trust

Charitable Lead Trust

  • Post author:Beau Ruff
  • Post published:August 1, 2021
  • Post category:Charities/Estate Planning/Family/Gifting/Taxation

What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment…

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Read more about the article Protecting Your Address is Possible, But Complicated

Protecting Your Address is Possible, But Complicated

  • Post author:Beau Ruff
  • Post published:March 1, 2021
  • Post category:Estate Planning/Legal/Real Estate

In the world of property privacy planning, it would be nice if a single solution existed to protect a person and his or her assets from the preying eyes of…

Continue ReadingProtecting Your Address is Possible, But Complicated
Read more about the article Beneficiary Designations (Retirement Accounts and Insurance)

Beneficiary Designations (Retirement Accounts and Insurance)

  • Post author:Beau Ruff
  • Post published:February 6, 2021
  • Post category:Account Resources/Asset Protection/Estate Planning/Financial Planning/Investing

One of the biggest areas that is often overlooked in an estate plan are the seemingly innocuous  beneficiary designations tied to assets like retirement accounts and life insurance. The beneficiary…

Continue ReadingBeneficiary Designations (Retirement Accounts and Insurance)
Read more about the article The Prototypical Will

The Prototypical Will

  • Post author:Beau Ruff
  • Post published:January 1, 2021
  • Post category:Estate Planning/Family

Sometimes it’s hard to see the forest through the trees. This is as true for sophisticated estate planning as it is for anything else. It’s worthwhile then to step back…

Continue ReadingThe Prototypical Will
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Cornerstone Wealth Strategies, Inc.,
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* Beau Ruff, J.D., LL.M in Taxation, is a licensed, not practicing, lawyer

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