Estate Planning, Probate, Small Business, & Asset Protection
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
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 Any plan that fails to achieve your goals and doesn’t match your current financial and family circumstances is out of date and is in need of an overhaul. How do you know if you have an Outdated Estate Plan?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
There’s no perfect time to discuss Estate Planning with your family. We all know that everyone passes away eventually, but many of us often want to conveniently forget that reality. Faced with the decision between taking the initiative to start a family discussion about estate planning and putting it off until later, most people procrastinate.… Continue Reading
For those of you that already have an Estate Plan of some kind (Will, Trust, Powers of Attorney, etc.), I bet these documents are collecting dust on the shelf and have not been looked at for months, if not years! If you don’t have an Estate Plan, then you need to get one as soon… 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 Soul CEO
