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Team Celebrate and Lizzie Allison

My daughter, Lizzie Allison, will be accepting the Carter Award for Outstanding Youth in Philanthropy in San Antonio, Texas, this weekend. The International Award, presented by the Association of Fundraising Professionals (AFP), honors a young person with a proven record of exceptional generosity who demonstrates outstanding civic and charitable responsibility and whose philanthropy encourages others to engage on a community, national, and/or international level. In 2017, Lizzie won the Sacramento AFP Youth…

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Estate Planning Can Be Easy

Two of my new estate planning clients this week told me they were pleasantly surprised at how easy we made it to set up their revocable living trust estate plan. We hear this a lot. Often attorneys make things complicated because, well, they are attorneys. If you are in your first marriage and want to leave your estate to your spouse and then to your children, estate planning should be easy. If…

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Friday’s Random Thoughts March 22, 2019

I took my family to see Hamilton in San Francisco last month. It was by far the best theatre production I have ever seen. The actors were world class. The writing, lyrics and music were contemporary, witty and fun. Completely entertaining and inspirational. Hard work, taking opportunities, human frailties and the miracle of America infused the production. Four weeks later and I still can't stop listening to the soundtrack. Phenomenal. The Golden…

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Stand Alone Retirement Plan Trust

We generally recommend our clients name their spouse or children as beneficiaries of their retirement plans (IRA, 401k, 403b, 457, etc.). We do not recommend that our clients name their living trust as beneficiary of their retirement plans because, in most cases, a living trust will not qualify as a designated beneficiary. If your living trust does not qualify, then your beneficiary will have to distribute the retirement funds out within five…

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