Retirement Planning In Arizona The list of things we put off doing can be long. Sometimes it’s a simple case of procrastination, but we often have other reasons to avoid taking action. Sometimes we just make excuses. This is especially true if we have a big decision to make – like retiring. Reluctant retirees may…
DetailsLots of people own property in more than one state. Some people leave their home base so to speak to spend time in a vacation home. Others like seeing the country from the windows of an RV. And others move South with the seasons. Whether you’re moving for business, excitement, or because you hate snow,…
DetailsLife hits us hard sometimes and often without notice. Incapacity or disability can creep up slowly or alter your life in an instant. As with other things in our lives, thoughtful preparation can remove some of the stress and uncertainty we feel while dealing with life changes. How can you go about planning for incapacity…
DetailsAn ancient philosopher once said “there is nothing so constant as change.” With each new event in our lives, we assess our current path and make corrections as needed. The same is with our life care planning – certain events create opportunities to review and modify your estate plans. Your Family Changed Some changes in…
DetailsEstate Planning Is One Of The Most Important Things A Person Can Do For Their Company Properly executed estate plan documents provide an orderly way to take care of a person’s property after death or incapacity. In some cases, that property will continue to be used by family members for generations. As a business owner,…
DetailsWhat To Do In Retirement When it comes to retirement, there’s no ‘one-size-fits-all.” That’s good, because retirees are a diverse group. Some prefer a quiet life, while others want to ‘let it all hang out’ like they couldn’t do while they were working or raising a family. With a little research and outreach to like-minded…
DetailsWe like to protect things. Children, pets, ourselves, our homes – all important things we try to keep from harm. And records, too. Financial records, family history, and, of course, legal documents all need some tender loving care. In Fact Your Estate Planning Documents May Be The Most Important Documents You Need To Protect Organize…
DetailsBusiness Transfers Within The Family Maybe you’ve considered the question of whether to retire or whether to keep running your business. And you’ve decided it’s time to trade in your ergonomic executive chair for a cushy deck chair. But then more questions arise: What will happen to your business? Who will take over? And can…
DetailsManaging the probate process for an estate can be complicated, and even more so when the decedent lives in one state and owns property in another. If a member of your family dies while owning property in multiple states, an Arizona ancillary probate may be necessary. Arizona Probate & Ancillary Probate Explained Many people use…
DetailsMost people enjoy giving presents and watching people open them. Gifting is also an important tool used while preparing an estate plan, but some gifts may be taxable by the Internal Revenue Service. Federal Gift Tax Explained In 2017, individuals can give up to $14,000 per person to as many people as they want. Spouses…
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