As many of you know, we handle important personal injury cases that frequently have large settlements for the clients. Being an estate planning and estate…
I have addressed this in prior blog posts but it bears revisiting this topic since this comes up frequently in my meetings with clients. The…
A trust is an agreement through which assets can be transferred for your own benefit or that of your loved ones upon your passing. A…
This is a pretty common question. I think there is a lot of misconceptions that an inheritance is taxable. For the most part it is…
Having assets in your name above a certain financial limit at the time of death leads to the estate going through probate in Arizona. Revocable…
The need for asset protection planning arises when you have to achieve your goals and protect your family wealth and assets from the claims of…
The answer is YES. On June 12th the Supreme Court of the United States handed down a decision stating that Inherited IRA’s are subject to…
Français: Enterrement à (Photo credit: Wikipedia) It isn’t a surprise to anyone that those typically motivated to do estate planning are those that have their…
While this is a common misconception, I believe it mixes up two ideas, estate planning and estate tax planning. Estate tax planing is actually a…
But wait, there’s more; there’s Loving Trusts, Family Trusts, Grantor Retained Trusts and many more. Let’s start with revocable vs. irrevocable trusts. These are exactly…