Estate Planning, Probate, Small Business, & Asset Protection
Last Will & Testament A written document that is signed and witnessed. It is effective only upon death and can be changed until then. A Will: Distributes assets owned by you, except for asset that transfer via beneficiary designations (life insurance, IRAs, 401k, annuities) If your beneficiary designations are incomplete, then your Will should take… Continue Reading
While the term “Fiduciary” is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, Personal Representatives, and Agents appointed in a Medical or Financial Power of Attorney are all examples of Fiduciaries. When you pick Trustees, Personal Representatives, and Agents… Continue Reading
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
Many people who inherit wealth or small businesses are at significant risk for essentially squandering the wealth. An Ohio University study shows that an astonishing 33 percent1 of all beneficiaries lose their entire inheritance within two years of receiving it. The ways they manage to do so are as varied as the imagination, but in… Continue Reading
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
We are at it again! Please help Noah and his team reach their fundraising goal by donating or sharing this post. You can donate by going to: Mountain Ridge Wrestling Fundraiser Continue Reading
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
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
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
Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of state rules that apply if someone dies without leaving a will. In legal jargon, this is referred to as “intestate.” In that case, the specifics will vary depending on each… Continue Reading
As a business owner, you’ve got your hands full just taking care of day-to-day operations. Essential tasks like the maintenance of your business entity can slip through the cracks. While these tasks may not be on the top of your to-do list, keeping your business entity up-to-date is absolutely essential to your continued success.
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