Estate Planning, Probate, Small Business, & Asset Protection
Failure to plan is emotionally and financially EXPENSIVE to you and your family. Do not allow your Legacy to be damaged by these Errors: 1. No Healthcare Directives If you suffer an illness or disability without healthcare directives, others will make critical decisions for you, even in violation of your values and beliefs. In some… Continue Reading
THE SECURE ACT A New Law Changes How Retirement Accounts are Inherited The SECURE Act became effective January 1st and is the most important law passed in decades governing Retirement Accounts (IRA, 401k, etc.). The highlights include: • Your Required Minimum Distributions (RMDs) can be delayed until you’re 72 (not 70 ½). • Age restrictions… Continue Reading
These are difficult times as a global pandemic consumes our attention and forces upon us dramatic change and uncertainty. Our careers, education, businesses, investments, worship, healthcare, and how we interact with others have all changed. But maybe there’s a silver lining… Maybe we have reflected on what is truly important and re-aligned priorities. We see… Continue Reading
There are over half a million small businesses in Arizona employing approximately 45% of all non-public employees. Many in our Arrowhead community are small business owners and know that starting a new business is risky. Loans and leases, particularly with new businesses, frequently require the dreaded “Personal Guarantee”. A personal guarantee is a legal commitment by… Continue Reading
Increasingly we are living our financial and social lives “online”, including shopping, business and legal activities. Many are uneasy about putting their information online, and question the security and enforceability of E-Signed agreements. We have all “E-Signed” many agreements. Facebook, Amazon, Netflix, Google and an unlimited number of other online services all require your E-Signature… 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
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
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
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