Has Congress Reached A Deal To Fix The Fiscal Cliff?
The Fiscal Cliff Fix – Has Congress Reached The Deal Yet? There is nothing like a deadline to force our two major political parties to compromise. Recent reports suggest that…
DetailsDept. Of Veterans Affairs Changes Eligibility Verification Reporting
The VA Has Recently Announced A Rule Change Which Will Make Annual Paperwork For Veterans Simpler Claimants who receive the VA Improved Pension benefit have been required in prior years…
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Estate Tax Fiscal Cliff Discussions In D.C.
There Is Some Rumbling From Colleagues In Washington D.C. The estate tax exemption amount will be increased to $3.5 million and a gift tax exemption at the same levels as…
DetailsShould Muni Bonds Be Taxable?
Apparently both sides of the aisle in Washington are considering it. An article in the Wall Street Journal should put the scare in high income earners who have historically been…
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Affordable Care Act – Obamacare Implementation
Implementation Of Obamacare – The Affordable Care Act I’m watching a webinar put on by the State Bar of Arizona about the implementation of Obamacare, or the “Affordable Care Act.” …
DetailsDIY Checklist When A Loved One Dies
We have recently been helping many clients deal with the legal issues that come up after a family member passes. Whether that person had a will or trust (or neither),…
DetailsArizona Beneficiary Deeds Avoid Probate
In Arizona A Beneficiary Deed Can Be Used To Pass Property After Your Death To Whom Ever You Name Arizona beneficiary deeds are governed by Arizona Revised Statutes Title 33…
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Picking A Personal Representative (Executor) Or Agent
One Of The Things That You Have To Decide When You’re Setting Up Your Power Of Attorney. Your last will and testament or your living trust is who you are…
DetailsLate-In-Life Marriages Should Not Use “Life Estates” As Planning Substitute
The Story Line Is Not Uncommon A couple marries in their golden years to spend the remainder of their lives together in community. They buy a house together and agree…
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