Why You Might Want A QTIP Trust You may not spend a lot of time thinking about Lifetime QTIP trusts. In fact, it’s very likely you’ve never heard of one. However, for the right person, this type of trust can be a very powerful tool that helps cement your legacy with your family. But, first,…
DetailsImagine being confined to one or two rooms, with few visitors. Sound like a recipe for loneliness? It is. Yet, even though we realize the reality of life for shut-ins, we often overlook opportunities to brighten their lives. February 11th is National Shut-In Visitation Day. Can you take a few moments from your day to…
DetailsMore than one billion people have Facebook accounts. So, there’s a good chance you have an account. Like many other digital assets, Facebook accounts live on after we’re gone. But you can choose how you want your accounts to be managed after your death. For example, Facebook offers a convenient option for the management of…
DetailsLife Estate Deed For Automatic Transfers To Your Heirs Sometimes we just want things to happen fast: instant coffee, internet download speeds, high speed rail. The need for speed even invades our estate planning. Heirs want their inheritance, and they want it now. The automatic transfer of assets to beneficiaries is easier to accomplish with…
DetailsBusiness Buy Sell Agreement – What’s The Importance? Starting and running a small business is not for the faint of heart. At every stage, from the first day at the drawing board to the day the doors open to the annual review of profit and loss statements, business owners give their businesses a lot of…
DetailsFew things are of more importance in life than our friends and families. Though we can’t be with them forever, we can rest easy knowing we’ve taken steps to make our passing a little less stressful. How? By leaving documents that guide family members through a difficult time. Estate planning provides important benefits involving our…
DetailsProtecting Irresponsible Loved Ones From Your Will In Arizona Loving our family members doesn’t mean turning a blind eye to their faults, especially if those faults could have long-term adverse consequences. Some people just need to be protected from themselves, from their own bad habits or lack of judgment. Fortunately, there are estate planning tools…
DetailsSometimes we need to trust someone else to act on our behalf. Perhaps we need help because of medical conditions, legal situations that require expertise we don’t have, or even someone to represent our estates after our death. Many of us will need a fiduciary to act on our behalf at some point in our…
DetailsNew Tax Reform Bill In every election cycle, it seems like American taxpayers ask lawmakers for tax reform. Let’s face it, none of us want to pay more tax than we absolutely must. In fact, many of us try to take every deduction available to us when filing our annual tax returns. Taxpayers with chronic,…
DetailsDIY Estate Plan In Arizona – Is It Ever A Good Idea? According to an article in the U. S. News & World Report, some DIY projects help increase a home’s value, while others should be done by professionals. Many homeowners can tackle simple landscaping, for example, but should hire an experienced landscaper for the…
Details
