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 April of this year to impose tax on...Read More

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 insurance to protect them from this situation. The same circumstance...Read More

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 owners and their furry friends....Read More

  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 the best choice? The truth is that one is not clearly better in every case.  As with most things in life, it depends.  In this case, it depends...Read More

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 peace of mind...Read More