Incentive Trusts – Tailor Your Trust To Your Beneficiaries
One Of The Greatest Things You Can Do For The People You Love Is To Get Your Trust & Estate Plan Correctly Done. Besides making the grieving process more about…
DetailsTrust Mistakes Revealed: What Can Happen? PLENTY!
You Discover Your Spouse Has A Serious Chronic Illness & After Recovering From The Shock, You Begin Thinking Of Your Future & Your Documents The only thing you have is…
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Three Ways To Mess Up Your Children’s Inheritance
Did You Know That The Majority Of People Who Inherit A Retirement Plan Liquidate The Assets Immediately? It’s true. It is estimated that as many as 80 percent want access…
DetailsWill President Trump Eliminate The Estate Tax?
From one year to the next, what happens to the estate tax threshold, which is set today at $5.49 million per person, is anybody’s guess. And under the new president…
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Do I Need To Change My Trust When I Move To Another State?
Moving trust from one state to another? Do you need it? The short (and correct) answer, is maybe. Only a qualified estate planning attorney in your new state can tell…
DetailsTax Records: What Should You Keep & For How Long?
Deciding How Long To Keep Tax Records & Which To Shred Can Be A Bit Of A Guessing Game Some keep every single piece of paper or file in the…
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3 Year End Tax Tips For 2016
One Way To Lower Your Tax Bill For 2016 Is To Accelerate Deductions Before December 31 Contributing to your favorite cause when it is a 501 (c) 3, is a…
DetailsWe Have A New President. Will The Estate Tax Be Repealed?
Estate Tax Repeal In Arizona – Is It Possible? The small percent of people in this country whose assets would be subject to the US estate tax have been waiting…
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Carry The Valuable Lessons & Memories Forward For Generations
We All Want To Leave Something In This World That Will Be Remembered For Generations When We’re Gone A sense of meaning and purpose becomes even more valuable as we…
DetailsWhat do Blended Families and the popular American Idol have in common?
Blended Families–Beginning a new family brings many exciting firsts and even a few scary ones. There is even more to consider when the new arrival is blended with a blend…
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