Imagine this: A TV executive passes away with a sprawling $29 million estate, a home fit for a Jane Austen film, and a life partner of 10 years… who’s left with nothing. This isn’t fiction. It’s the true story of Justin Bodle, a British producer whose outdated...
Over the next 20 years, $84 trillion is expected to change hands in what’s being called The Great Wealth Transfer. It sounds like a windfall—but for families without an estate plan, it could be a disaster. At Raulston & Associates, we’ve seen firsthand what...
Sarah and Tom had always been responsible with their finances. They saved diligently, paid off their mortgage early, and even drafted a will shortly after their second child was born. They believed they had done everything necessary to ensure a smooth transition of...
