A Simple Will?
“I’d like to have a complex estate plan,” said nobody, ever. Indeed, overwhelmed by the subject, most people have a goal for their estate plan: they just want something simple,…
“I’d like to have a complex estate plan,” said nobody, ever. Indeed, overwhelmed by the subject, most people have a goal for their estate plan: they just want something simple,…
KENNEWICK, WA — April, 2025 – Matt Riesenweber, an independent LPL Financial advisor in Kennewick, WA has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for…
Trusts come in all shapes and sizes and can be effectively used to solve for a variety of planning challenges. You want to ensure a minor child can’t blow his…
Despite some misleading assertions to the contrary, trusts are not the solution for every estate plan. Trusts come with baggage and the person setting up the trust (herein the “parents”)…
Many people desire to tithe both during life and after death. Accordingly, giving 10% of their estate to their church (or other charity) is often a goal for a couple…
Managing and preserving hard-earned wealth is a priority for many individuals. However, the specter of potential creditors looms ominously, ready to lay claim to our assets at any moment. Whether…
A parent can structure a gift of $1M to a child today such that neither the child nor the parent will pay any tax. A common misconception is that a…
Whether you know it or not, your “estate” is comprised of different assets with different attributes. Some of your assets will be governed by your will, while others will be…
A power of attorney authorizes a person (an “agent”) to act on behalf of the “principal” when the principal is no longer able to make his or her own decisions…
Think beneficiary designations are just a formality? Think again. In this quick video, Beau Ruff explains how these simple selections can override your will, impact your estate plan, and affect how your assets are distributed. Learn the importance of keeping them up to date—especially for retirement accounts, trusts, and minor children—and how they can provide flexibility or create complications.