Tag Archives: IRA

TV Lessons in Estate Planning: The Simpsons

by David A. Kubikian Season 2, Episode 5 Background: The Simpsons is an animated sitcom that first aired on FOX on December 17, 1989. The series, which has been on the air for the last 27 (TWENTY-SEVEN!!!) seasons, revolves around the Simpson family and their friends and neighbors in Anytown, USA a.k.a Springfield. The Family Tree: […]
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TV Lessons in Estate Planning: Happy Days

by David A. Kubikian Season 2, Episode 4 Background: Happy Days was a sitcom that first aired on ABC on January 15, 1974.  The series, which was on the air for 11 seasons, revolved around the Cunningham family in the mid-1950s through mid-1960s.  The Cunninghams lived in Milwaukee, Wisconsin and were your normal middle class family. […]
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What Immediate Actions Must Be Taken Right After Someone Dies?

When a loved one dies, family members are not only in mourning — they may be in a state of uncertainty about what to do next. While everyone is respectful to the loss of the loved one, tension can arise over who must take responsibility for arrangements and costs. Confusion often arises. In the weeks […]
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Revocable Living Trusts

One of the most popular estate planning tools is a Revocable Living Trust. The main reason for its popularity is that it allows you to pass most assets to your heirs without going through probate — a court process that is expensive, time consuming and open to public scrutiny. A living trust also provides for the management and […]
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