Case of the Week Personal cases related to finances, personal planning and charitable giving. Exit Strategies for Real Estate Investors, Part 2 March 6, 2026Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments. Karl continued to buy and sell real estate at the age of 85. His latest venture... Exit Strategies for Real Estate Investors, Part 1 February 27, 2026Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his investments. Karl continued to buy and sell real estate at the age of 85. His latest venture... Lucky Lucy Lindstrom's Flood Recovery Plan February 20, 2026Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began... Lucky Lucy's Foundation Goes Public February 13, 2026Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began... Lucky Lucy Pays Tax on "Northern Long Shot II" Foundation Income February 6, 2026Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began... Lucky Lucy Asks If "Northern Long Shot" Can Lobby January 30, 2026Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began... Lucky Lucy's "Northern Long Shot" Charity Diversifies January 23, 2026Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began... Lucky Lucy's "Northern Long Shot" Charity January 16, 2026Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began... Lucky Lucy's "Hurricane Grants" Charity January 9, 2026Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began... Lucky Lucy's "No Self-Dealing" Charity January 2, 2026Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began... Lucky Lucy's "Ultimate Control" Charity December 26, 2025Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began to... Lucky Lucy's "Wheeler-Dealer Charity LLC" December 19, 2025Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began to... Lucky Lucy's "Personal Loan" Charity December 12, 2025Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began to... Lucky Lucy's "Cousins' Scholarship" Plan December 5, 2025Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began to... Lucky Lucy Lindstrom's Long Shot Unitrust November 28, 2025Lucky Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began to... Lucky Lucy's Unitrust November 21, 2025Lucy finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began advising clients. Lucy also managed her own investments. With her keen insight into financial markets, Lucy soon began to move... Stock Unitrust Payouts to Donors November 14, 2025Jim, a retired engineer, and his wife Janet, a retired nurse, are currently considering funding a term-of-years charitable remainder unitrust with the remainder designated for an arts charity. The charity is raising money for the construction of a new building which would house a state-of-the-art theatre and museum. Jim and... The Values-Based Charitable Remainder Trust November 7, 2025Stacy, age 40, has lived a very privileged life as the only daughter of an affluent couple. When Stacy was born, it was a dream come true for her parents. During Stacy’s childhood, her parents smothered her with love, affection, time and money. Stacy soon became very accustomed to the... The Values-Based Lead Trust October 31, 2025Stacy, age 40, has lived a very privileged life as the only daughter of an affluent couple. When Stacy was born, it was a dream come true for her parents. During Stacy’s childhood, her parents smothered her with love, affection, time and money. Stacy soon became very accustomed to the... Including Children in Charitable Plans October 24, 2025Keith and Karen, ages 75 and 72, own a parcel of undeveloped real estate that they have held since 1979. They purchased the property for $10,000 and the current fair market value is approximately $800,000. Their initial goal for this property was to transfer it to their two children upon... Showing 21 - 40 of 54Previous123Next