Estate Planning, Probate, Small Business, & Asset Protection
Who doesn’t consider their pet a member of the family? It’s heart wrenching to think about them being gone, even scarier to think what will happen when we are gone. Many assume a friend or relative will step up and care for their pets; in reality, a lot of these animals end up in shelters… Continue Reading
You’re enjoying vacation with loved ones; sightseeing, great food, relaxation! In this vulnerable state, you’re approached by a friendly salesman who offers you a nice gift if you listen to his sales pitch. 90 minutes later, you’re sold on the wonders of timeshare vacationing. For a modest initial fee, you can relive this great vacation… Continue Reading
Dear Family Member; Please accept my condolences on the passing of your loved one. This letter is a response to your concerns about how to settle the Estate and help you overcome the confusion you are experiencing at this difficult time. You will likely need to file a Probate with our County Superior Court. I… Continue Reading
Public Benefits Subject to Strict Asset & Income Limits Individuals with special needs are often eligible for public financial assistance and healthcare such as: Supplemental Security Income (SSI) Arizona’s Medicaid programs such as Arizona Health Care Cost Containment System (AHCCCS) or Arizona Long Term Care (ALTCS) Veterans Administration (VA) benefits These can provide thousands of… Continue Reading
Below are common Estate Planning errors that can easily be avoided. The important thing is to take action sooner rather than later and to NOT procrastinate! Nobody wants to ponder their mortality or disability, but failure to plan is costlier, both emotionally and financially, on your family. One of the greatest gifts you can give… Continue Reading
Are you a small business owner in Arizona? Do you need to protect your business assets and your personal assets? Are you worried about being sued as a business owner, putting your business assets or personal assets at risk? As a business owner, there are several types of entities you can form to suit your… Continue Reading
The Tax Cuts and Jobs Act passed recently is perhaps the most significant change in tax law in 30 years. There are several significant changes that may affect your Estate & Financial Planning: Estate Taxes Starting January 1, 2018, the Estate, Gift, and Generation-Skipping Transfer (GST) tax exemptions double from $5 million to $10 million. … Continue Reading
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
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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