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…
DetailsMoving 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…
DetailsDeciding 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…
DetailsOne 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…
DetailsEstate 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…
DetailsWe 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…
DetailsBlended 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…
DetailsFuneral Pre-Planning Can Be Tricky But It Can Also Be A Wiser Choice Rather Than Waiting Imagine there was only one food store in town. The only time you were…
DetailsOur New Arizona Tax Program Is Designed With One Goal: To SAVE TAXES Every Year! Ever had your CPA call in the middle of the year and say, “Hey, I have…
DetailsAre You Now Or Do You Expect To Help An Elderly Parent Or Relative Manage His Or Her Finances? Have you been given a power of attorney? If you answered…
DetailsGetting A Valuation Adjustment For Certain Family Owned Businesses Has Been A Critical Planning Strategy In Avoiding An Estate Tax After Someone’s Death Well…the IRS is proposing to eliminate that…
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