Case of the Week Personal cases related to finances, personal planning and charitable giving. 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... The Gas Guzzler's Deduction, Part 3 October 17, 2025Brandon loves his truck, which he affectionately named “the Beast.” It was a gift for Brandon’s 18th birthday. It is painted bright red and made of two tons of metal, muscle and noise. Indeed, many neighbors would grumble as Brandon drove by because the rumbling engine could be heard three... The Gas Guzzler's Deduction, Part 2 October 10, 2025Brandon loves his truck, which he affectionately named “the Beast.” It was a gift for Brandon’s 18th birthday. It is painted bright red and is made of two tons of metal, muscle and noise. Indeed, many neighbors would grumble as Brandon drove by because the rumbling engine could be heard... The Gas Guzzler's Deduction, Part 1 October 3, 2025Brandon loves his truck, which he affectionately named “the Beast.” It was a gift for Brandon’s 18th birthday. It is painted bright red and is made of two tons of metal, muscle and noise. Indeed, many neighbors would grumble as Brandon drove by because the rumbling engine could be heard... Exit Strategies for Real Estate Investors, Part 17 September 26, 2025Karl 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 most favored... Exit Strategies for Real Estate Investors, Part 16 September 19, 2025Karl 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 most favored... Exit Strategies for Real Estate Investors, Part 15 September 12, 2025Karl 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 most favored... Exit Strategies for Real Estate Investors, Part 14 September 5, 2025Karl 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... Showing 21 - 40 of 54Previous123Next