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Latest Insights on Estate Planning, Probate & Corporate Advisory

Per Stirpes v. By Representation in Estate Planning or Probate

Probate Attorney – Per Stirpes v. By Representation in Estate Planning or Probate These legalistic terms have important consequences on who inherits from you and how much,...

Contracts and the Coronavirus

How the Coronavirus may trigger clauses in your contracts – Contracts and the Coronavirus It is early days in the global pandemic known as the Coronavirus. That...

A Very Effective, (But Overlooked), Estate Planning Tool:

  A Very Effective, (But Overlooked), Estate Planning Tool: The Personal Property Memorandum  One of the greatest sources of friction, hurt feelings and outright fighting among heirs,...

Confidentiality & An Easier Info. Management System For Clients

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....

AZ v. CA Tax & Estate Planning Considerations

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...

The Importance of Life Insurance

  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...
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