Discussing Your Estate Planning with Loved Ones Discussing Your Estate Planning at the end of the year is a great opportunity not only to take steps to make sure your own estate plan is in place but also to talk to your loved ones, especially elderly parents or relatives, about creating an estate plan. Estate planning...Read More
Why Should I Have an Estate Plan? In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week. Of course, in our firm, every week is Estate Planning Awareness Week! According...Read More
Estate Planning for Your Family – How to Plan for Family’s Safety Disaster can strike at any time, and with little to no notice. Living in an area like Arizona, a lot of us are lucky to avoid some of the regular events that can affect many others, (i.e. blizzards, tornadoes, hurricanes, earthquakes, etc.). But...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 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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