by Matthew Murillo | Mar 21, 2019 | Estate Planning, NLBM, PFL
Being asked by a family member or close friend to serve as trustee for their trust upon their death can be an incredible honor. At the same time, however, serving as a trustee can be a massive responsibility—and the role is not for everyone. In fact, depending on the...
Luke Perry’s Stroke Highlights the Need for Incapacity Planning
by Matthew Murillo | Mar 14, 2019 | Estate Planning, NLBM, PFL
In late February, Luke Perry, who became famous starring in the 1990s TV series Beverly Hills 90210, suffered a massive stroke at age 52. He was hospitalized under heavy sedation, and five days later, when it became clear he wouldn’t recover, his family decided to...
by Matthew Murillo | Mar 7, 2019 | Estate Planning, NLBM, PFL
Like many taxpayers, if you’ve already filed your federal income taxes for 2018, you may be surprised to discover you’re not getting a refund this time. If so, this was almost certainly due to the sweeping tax overhaul made by the 2017 Tax Cut and Jobs Act (TCJA)....
by Matthew Murillo | Mar 1, 2019 | Estate Planning, NLBM, PFL
Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properly updated. Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances. No matter who you are, your life...
by Matthew Murillo | Feb 21, 2019 | Estate Planning, NLBM, PFL
Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death, your IRA will pass directly to the people you named via your IRA beneficiary designation form. Unless you take extra steps, the named...
