Estate Planning, Probate, Small Business, & Asset Protection
Recommendations When Starting a New Business Starting a new business is a daunting endeavor! Creating a Business Plan will allow you to refine ideas, consider items previously missed, create a map to guide your next move, and increase credibility when seeking financing. While you may have a great “napkin sketch” concept, the difficult process of… Continue Reading
How to Pick a Fiduciary (Trustee, Executor, Power of Attorney) Choosing a Successor Trustee, Personal Representative (Executor), or an Agent in your Medical or Financial Powers of Attorney can be difficult. When you nominate someone, you’re picking someone to make decisions for you and your loved ones when a crisis occurs (death or disability). Understanding… Continue Reading
PROTECT YOUR RETIREMENT SAVINGS Retirement assets (401k, IRA, Pension, etc.) currently exceed $26 Trillion, and represent approximately 2/3 of all middle class liquid wealth in America! Shockingly, your retirement accounts can be seized once they pass to your loved ones. During your lifetime, your retirement funds are protected and can’t be taken in a lawsuit.… Continue Reading
Asset Protection Planning is the use of legal tools and strategies to protect the assets of individuals and families from the threat of frivolous and predatory lawsuits, or similar unanticipated creditors. The Business of Litigation In America, more than 40,000 civil lawsuits are filed daily. Civil litigation has become a $300 billion annual industry in… Continue Reading
Newlyweds and New Parents Need Estate Planning Too! Congratulations! Life is new and exciting! You’re a “grownup” now! You’ve recently married or welcomed a new bundle of joy into your life! The honeymoon, unfortunately, is over, and it might occur to you that “I’m not just living for me, I’m living for them too!” You… Continue Reading
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
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.
Estate Planning, Asset Protection, Trust & Probate Attorneys service Arizona
By Appointment Only: 19420 N 59th Ave, C-265 Glendale, AZ 85308
Site Designed and Managed By Heart and Soul Biz Essentials
