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Blog

Contracts and the Coronavirus

How the Coronavirus may trigger clauses in your contracts It is early days in the global pandemic known as the Coronavirus. That quarantining society is wreaking havoc...

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, is over personal items when someone dies.  Sometimes...

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...

AZ v. CA Tax & Estate Planning Considerations

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...

The Importance of Life Insurance for Small Business Owners

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....

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...
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