This was a column in a local paper that got me thinking that this is actually a very commonly asked question. First, it doesn’t all…
Self directed IRAs (SDIRA) have been around since the early 1970s. In spite of their history, they haven’t been all the rage until more recently…
This question usually gets asked by the family after a loved one has died and they are told they have to go through probate. How…
Conservatorships Conservatorship is a court proceeding where an individual is considered by a judge to be unable to manage their own financial affairs so another person…
Advantages of a Revocable Living Trust Avoidance of probate. In particular, a revocable living trust can avoid expensive multiple probate proceedings when you own real estate…
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…
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 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…