Lucky Lucy's "Hurricane Grants" Charity

January 9, 2026
Lucky 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, 2026
Lucky 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, 2025
Lucky 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, 2025
Lucky 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, 2025
Lucky 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, 2025

Lucky 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, 2025
Lucky 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, 2025
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 move...

Stock Unitrust Payouts to Donors

November 14, 2025
Jim, 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, 2025
Stacy, 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, 2025
Stacy, 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, 2025
Keith 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, 2025
Brandon 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, 2025
Brandon 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, 2025
Brandon 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, 2025
Karl 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, 2025
Karl 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, 2025
Karl 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, 2025
Karl 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 13

August 29, 2025
Karl 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...