This question gets asked a lot. Sometimes it is asked if the Feds or Arizona tax you when you die? Sometimes it is asked if…
Another trend in living trust and estate planning is less concern about probate and more concern about possible incapacity. The “typical” client 20 years ago was very concerned about ending up in…
Another trend in Living Trusts, or better said, Estate Planning, are IRA Qualified Trusts. Very often a individual does not want to leave a large IRA to their children…
The biggest trend is “I want to protect my child’s inheritance.” Can you imagine leaving your hard earned estate to a child when you die…
No, a Will by its very nature implies Probate. Probate is a procedure to administer the estate of a decedent. Even if you do not…
ESTATE PLANNING BASICS Death is inevitable. There are some steps and planning we should take to put our affairs in order. This can be accomplished through…
By Wagner Sidlofsky LLP “I don’t care who paid for the property – it’s in my name.” But that’s the middle of the story – let’s…
Estate tax critics very often say the estate tax hurts farms and family businesses. I certainly don’t want to enter the tax vs. limited tax…
Leaving an inheritance to a beneficiary outright makes the money subject to the person’s creditors, divorcing spouses and of course their own lack of maturity…
A qualified IRA trust allows your individual retirement funds to “flow” through a special Trust to assure monies are paid to beneficiaries over their respective…