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Appointed as Agent for a Medical Power of Attorney, Don’t Let it Go to Your Head! All too often when a family member is appointed as the medical decision maker or “Agent” under a loved one’s power of attorney, the Agent will let that fiduciary responsibility go to their head and wield unreasonable control. Again, too often the Agent will … [Read more...] about Medical Power of Attorney | Estate Planning Attorney
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WHY THE DEVIL IS IN THE DETAILS OF A JOINT TENANCY WITH RIGHT OF SURVIVORSHIP DEED – AND PROBLEMS TO EASILY AVOID. Preparing the correct estate planning deeds when you create your will or trust is vital to avoid problems with the transferring of joint property. During the ongoing pandemic we have found that some people will continue to go to … [Read more...] about Estate Planning Deeds | What You Need to Know
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Should You Create or Update Your Estate Plan During the COVID-19 Pandemic? We are living during and through what most likely will be considered an historic infamous global event, not unlike past global pandemics or even world wars. So should you change your estate plan because of the COVID-19 pandemic? Because of COVID-19 and the ever … [Read more...] about Estate Planning for COVID-19 | Estate Planning in AZ
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The SECURE Act. An Understanding of the Tax Law Changes in 2020 and Your Estate Planning. This is the time of year we all start going through an annual ritual called taxes. Our W-2’s have been received, 1099’s are coming, K-1’s are being finalized, and April 15th is fast approaching. Have you thought about your estate planning … [Read more...] about The SECURE Act Tax Law Changes in 2020? | Estate Planning Attorney
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If You are Sending a Child to College - Pack an Estate Plan. This is an exciting time of the year for many families sending a child off to college. Whether you are sending your first child to college or your last, don’t forget to pack an estate plan. A common misconception about estate planning is that you have to be wealthy to do it. … [Read more...] about Sending a Child to College – Pack an Estate Plan | Estate Planning Attorney
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Why Probate May be Preferred to Receiving a Gift During Life In our age of immediate online information, people sometimes bypass professional help, which can cause irreparable harm later. The “internet self-help” phenomenon happens in almost every discipline, including the automotive, medical, financial, tax and legal professions, often to the … [Read more...] about Probate vs. Lifetime Gift | Probate Attorney Mesa, AZ
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