3 Benefits To Using A Living Trust
Many estate plans include at least one trust. They’re a common estate planning tool and, for some people, they provide solutions and benefits to common problems. Depending on your needs,…
Handing Off The Family Business & Transferring Ownership
At Some Point, The Owner Of A Family-owned Business May Need To Transfer Ownership Instead of selling the business outright to a stranger, it seems best to transfer it to…
Start The New Year Out Right: With An Updated Estate Plan
A new year is a time for reflection. Did our lives change last year? Will they be changing in the coming year? We often make resolutions to fix a problem…
The Season Of Giving & Gift Tax?!
Though we’ve just survived another season of giving filled with carols in the air and presents under the tree, it’s not too late to think about gifts. In fact, certain…
Add A Trust Protector To Your Estate Plan
In the heat of summer, we don’t just protect ourselves with a ball cap or a little zinc oxide on our noses. No, we add extra layers of protection. We…
Long-Term Relationships & Your Estate: Protect Yourself By Getting Everything In Writing
Judge Wapner of the television show The People’s Court often told people, “Get it in writing.” That idea – get it in writing – is so true in many situations,…
What Is A Directed Trust: Is It Good for My Business?
Business owners have special estate planning needs. After all, they’re not just handing down a pile of cash, the family homestead, and Grandma’s antique armoire. Their companies have customers, vendors,…
Pros & Cons Of Using A Beneficiary Deed
You have many options to consider when developing a great plan for how your property will be distributed after your death. Your attorney may suggest including certain provisions in your…
Will A Spendthrift Provision Help My Beneficiaries?
People usually have the best intentions when deciding who will get their property after they’re gone. Good estate planning can give a sense of contentment, satisfaction, and peace of mind.…
Retirement Planning For The Reluctant Retiree
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…