Safety in Personal Documents – Confidentiality & An Easier Info. Management System For Clients We now use Adobe Pro and Clio, in addition to our encrypted emails. Both programs state that they provide bank level security. In February, we started to implement Clio, a leading client management system in the legal industry, to further assist us...Read More
Estate Planning in Arizona Estate Planning in California Below is a table comparing some of the major tax and estate planning considerations between Arizona and California that might prove useful if you have ties to both states. Currently neither state has a state assessed inheritance tax, but there was a bill introduced in California in...Read More
Small Business Owners – The Importance of Life Insurance If you are financially responsible for a spouse or children and you pass away, it could create a serious financial bind for those who depend on you. If you are the primary wage earner in your household, then you have or have likely considered life...Read More
Estate Planning for Animal Lovers Typically, when we think of estate planning tools, we think about them in the context of protecting family members like our spouse, children, and friends. But what about having a plan for our furry friends? It may be more important than you might think. Many potential issues arise for pet...Read More
Trusts vs. Wills – Is a Trust or a Will Better? Regularly, we have new clients come into our office stating they want a trust, because someone told them that is the best choice. Is a trust...Read More
Power of Attorney Unlikely circumstances happen to arise every day, for instance, car crashes, freak accidents and terminal illnesses. These circumstances illustrate why only verbalizing what you want to happen financially and medically is not enough. Thus, why powers of attorney are such an important part of the estate planning process. These documents give individuals...Read More
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