Estate Planning, Probate, Small Business, & Asset Protection Attorneys

How Tax Reform Will Impact You And Your Estate Planning

How Tax Reform Will Impact You And Your Estate Planning

In December 2017, Congress passed, and President Trump signed a sweeping tax reform bill commonly known as the Tax Cuts and Jobs Act. This Act contains significant changes that will impact your estate planning and income tax situation going forward. Estate Tax Changes Starting January 1, 2018, the estate, gift, and generation-skipping transfer (GST) tax… Continue Reading

Common Myths about Estate Planning

Common Myths about Estate Planning

Estate Planning is a very complicated area of the law where myths abound and they can be harmful to you and your loved ones. Below is a list of common myths about Estate Planning: If I have a good Will, Probate will not be required, and my assets can be transferred immediately to the beneficiaries… Continue Reading

Design Your Life! FREE VA Benefits Workshop – Nov 15

Design Your Life! FREE VA Benefits Workshop – Nov 15

Do you really know everything you are entitled to? Join us to get a general overview of VA benefits, covering compensation, pension, and funeral/burial benefits. LUNCH WILL BE PROVIDED. WEDNESDAY, NOV. 15 / 11 AM LOCATION:  13738 W. Camino del Sol, Sun City West RSVP BY NOV 14th: (623) 584-6299 Continue Reading

What To Do With A Confusing, Old Trust?

What To Do With A Confusing, Old Trust?

Estate plans evolve. Or at least they should. Any plan that fails to achieve your goals and doesn’t match your current financial and family circumstances is out of date and is in need of an overhaul. How do you know if you have an Outdated Estate Plan? If you signed a will or trust in… Continue Reading

Use These Tips To End The Year On A High Note

Use These Tips To End The Year On A High Note

You may already be done with your tax returns (or maybe you even finished them in time for the April deadline!). October 16, 2017 is the deadline to file your 2016 federal and state income tax returns. But even after your returns are filed, there are still a few items on your financial to-do list.… Continue Reading

FREE E-BOOK: 5 Cheap Ways To Avoid Probate

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