Returning to the Office The CDC is the go-to authority and is regularly updating its guidelines and criteria for employers. Complying with its guidance, is not only helpful to all business’ constituents, but provides the employer with a strong defense. It is possible that a negligence claim could be raised by not only employees, but...Read More
Probate in Other States With our mobile society, it is not unusual for someone to pass away and have assets across state lines. This is more common post Covid and among middle income families. This can be confusing for the family members and person entrusted with managing a person’s estate, but thankfully the different states’...Read More
Pets in Estate Planning You might be surprised to know, (or not), that pets CAN be a huge part of Trust and Estate Planning. For example, Oprah Winfrey has established a pet trust for her doggies leaving them a cool $30 million for their well-being! One that everyone likely remembers is Leona Hemsley leaving her...Read More
Estate Planning Attorney – Is It Time for a Review of Your Estate Plans? If you haven’t already thought about it, now’s the time to take a look into the importance of creating an estate plan that suits your needs. Estate planning can be an uncomfortable topic to think about, however it can save your...Read More
Estate Planning Lawyers in Scottsdale – Married or Single Does this Really Matter Anymore? On our Estate Planning and Probate Section of the Arizona State Bar there have been discussions with younger lawyers looking for ways to state in their clients’ estate plans that two people consider themselves “life partners” and that this is something...Read More
Married Estate Planning – Unlimited Marital Deduction for Spouses? Yes, but only if you are both U.S. citizens In the U.S., we have a very favorable tax rule in comparison to many other countries, whereby spouses can inherit from each other with no federal inheritance tax consequences. Currently there is also no inheritance tax in...Read More
Emergency Estate Planning Documents This past year, it is with a heavy heart that I have witnessed different families we know suffer from not having completed estate planning documents. Half completed estate plan documents do not exist. They are either completed or they aren’t. There are formalities that such important documents must meet in order...Read More
Business Contracts – Independent Contractor or an Employee? The presumption is that anyone working for you is an employee and if you are hiring someone to work in your home or for your business and you want them to be treated as an independent contractor, you should have an agreement in place that is signed...Read More
Basic Terminology When Setting up a Company I notice that many people mix up different corporate and tax terminology and are often confused by it. As I have encountered that a few times recently, I thought the newsletter was a good place to try to dispel some of the confusion. Starting with the LLC, as...Read More
Business During Covid – Reopening Your Businesses in the Midst of Covid-19 There is no one size fits all for businesses as they struggle to stay open or reopen, as each business has different risk factors. How do you keep your staff and clients safe with an uncontrollable disease? We have more guidance now than...Read More
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