Sometimes 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…
DetailsTrusts are a common estate planning tool, but choosing the right type of trust can be tricky. Some types are designed for specific situations, like a special needs trust or a pet trust. Others, like revocable and irrevocable trusts, offer great benefits – along with some restrictions and limitations. Knowing the difference between a revocable…
DetailsMany things in our lives change when we move from state to state. It’s a good idea to remember that some laws, rules, and regulations are decided by state and local government. Things that may change when you move include the way you register your car (and the fee!), the type and amount of taxes…
DetailsAbout 68 percent of families in the United States own at least one pet. So many people consider their pets to be part of the family that the term “pet parents” is commonly used. It’s only natural then that people might worry who will care for their beloved dogs and cats when they no longer…
DetailsAt Keystone Law, We Usually Don’t Have To Wonder Why Our Clients Create Trusts – We Know Trusts have become a popular estate planning tool for many people for good reason. But deciding to use a trust is not like choosing the trendiest watch or most fashionable pair of shoes. Creating a trust account can…
DetailsBlizzards, Ice Storms, & Below Zero Temps – All Good Reasons To Move From The Frozen North To Warmer States. Arizona is one of the most popular destination states for people who want to make a move, especially retiring senior citizens. Other than the weather, though, there are many other reasons that retirees might migrate to…
DetailsEstate Planning Is Important, No Matter Your Station In Life Only about 44% of Americans have signed a Will, the most fundamental and well-known estate planning document. Without a Will, your assets may not go where you want them. Settling your estate may take longer, also, since there’s nothing in writing showing what you want.…
DetailsYears Of Work Behind You, It May Be Time To Consider Retirement. Trying to figure out whether you have enough money to retire may leave you bewildered. How much is enough? “Enough” Is Vague. Enough For You Might Be Sufficient Funds To: Enjoy a fulfilling lifestyle; Cover unexpected expenses and emergencies; Allow you to fulfill…
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