“A Wealth of Joy” – Lisa Newman, Life Coach and Rick Daynes, Author of Keep It Together Man, join me on The Word on Wealth radio show.
On the Friday editions of the Word On Wealth radio show with Gary Quackenbush we talk about how to find “A Wealth of Joy” in our lives. Lisa Newman, Life Coach and Rick Daynes, Author of Keep It Together Man, join me for a wonderful discussion on finding joy and happiness in our personal and family lives. Taking care of our mental health is very important and Lisa gives some practrical tips on how to find peace in our crazy world. Rick help us figure out how to “keep it together” as we work, love, and live together with our spouses, families, and friends. Enjoy this...
Read MoreJust Hang On! – When Things get Tough
Just Hang On! Just Hang On! was originally published in the California Society of Tax Consultants e-newsletter “The Reporter” February 2021 GQ’s cat Skippy hanging on. Rick & Robin Rick married Robin and after a while they welcomed their first son into the world. He was perfect. While it’s true that most parents believe their kids are perfect, at least at first, this kid really was exceptional. He was good looking, tall for his age, learned to speak earlier than normal, and in preschool he excelled above his classmates. He was a pleasure to parent. Several years later,...
Read MoreTax Problem Solving – Options
Attorneys Gary Quackenbush and Rich Mathurin explain – What is a Tax Problem? Can the IRS take my money? Liens & Levies – Bank, retirement, Refund attachment, Wage garnishment, Home foreclosure Resolution Options: 1 – Do Nothing – S/L 10 or 20 years 2 – Find the money and pay it 3 – Installment agreement 4 – Offer in Compromise 5 – Tax Bankruptcy – Chapters 7, 11, and...
Read MoreHow To Fund a Living Trust and What to do After Someone Dies
PART 1 – How do I put these things in my Living Trust? GQ explains. House, Car, Timeshare, Personal Property, Business, Partnership, Corporate Stock, LLC, Sole Prop, Trademark – Copyright – Patent, Promissory Note. PART 2 – Gary Quackenbush and Lorena Leroy explain what to do after someone dies and you need to distribute property from a Living Trust. PART 3 – Q&A – 1 – I do not have any children. If I die without a Will, who gets my things? Who are my heirs? 2 – My husband...
Read MoreGOOD QUESTION, THANKS FOR ASKING . . . Read by Lorena LeRoy
Q1: My parents died a year ago and I am the trustee of their trust. I have been able to make most of the distributions but my dad had a stock account in his name. The stock account is worth $440,000 and the investment company won’t let me touch it. They say I need to get a court order to get the money. What court order are they talking about? My parents have a trust, why do I need a court order? (Listen to the Podcast below for the answer) Q2: I just bought life insurance and the company wants me to name a beneficiary. Is it best to name my wife or the Trust as beneficiary? (Listen to...
Read MoreWhat to do if the Successor Trustee is doing a bad job.
TODAY’S NEW FEATURE . . .”GOOD QUESTION, THANKS FOR ASKING . . . ” Q1: My parents died several years ago and my brother is the trustee of their trust. I don’t think he is following the trust but he will not talk to me. How can I motivate them to do his job? How can I find out what is going on with the trust and mom and dads property? Q2: I am 33 years old and happily married with 2 small kids. We do not own a house. I have life insurance and a 401k at work with $80,000 in it. Do I need an estate plan? Q3: I have a small maintenance business that bring in...
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