New Tax Laws Could Signal Changes To Your Estate Plan
New Tax Law – What’s Changing? Part of being a TrustCare© client at Keystone means you have the comfort of knowing our attorneys are monitoring certain federal and state law changes…
What Is A Fiduciary & What Do They Do?
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…
The Tax Reform Bill & Your Medical Expense Deduction
New 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…
Arizona Lawmakers Tackle Family Caregiver Expenses
Being able to give your loved one the care they need is rewarding. But it can be expensive too. Many family caregivers rack up bills providing assistance with daily activities,…
Tips On Avoiding Identity Theft & Other Scams
You’ll read about it every day. Another person has fallen victim to a scam or their identity has been stolen. It can take years to remove inaccurate information from creditor…
Raising Expectations While Lowering Taxes: 2017 Tax Reform
Lower Taxes? It’s Happening! In 2016, American taxpayers made one message loud and clear: it’s time to deflate our bloated tax code. Actions in D.C. have raised expectations for many…
The Out Of State Executor
I’m An Out Of State Executor – What Do I Do? When someone dies they don’t take their possessions or money with them. Instead, their property is distributed according to…
Do-It-Yourself: Great for Small Repairs But Dangerous For Estate Planning
Learning estate planning is quite a bit different than learning to replace a spigot on You-Tube. With so much information available online today from learning home repair hacks and even…
We Have A New President. Will The Estate Tax Be Repealed?
Estate 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…
IRS Proposed To Eliminate Valuation Adjustments
Getting 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…