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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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Managing a Trust or Probate Administration While Living Outside the State of Arizona. As Arizona probate administration attorneys we receive many calls from individuals who do not live in Arizona, but have been nominated to serve as either a Trustee or Personal Representative. We live in an ever-increasingly mobile society. Because of this … [Read more...] about Probate Administration from Outside Arizona | Probate Administration Attorney
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Do You Really Trust Your Successor Trustee? In your estate planning who you pick as the successor trustee of your family trust is an important decision that shouldn’t be taken lightly. A trustee is the manager of the instructions, contained in a family trust. During your lifetime, the grantor (person creating the trust) usually will be the … [Read more...] about Do You Really Trust Your Successor Trustee? | AZ Estate Planning Attorney
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The Tax Cut and Jobs Act of 2017: How Does it Affect Your Estate Planning? [su_spacer size="20"] Late last year, Congress finally passed the much anticipated tax reform bill, the “2017 Tax Act,” which provides many significant changes to income tax laws, but also to estate planning and gift taxes. As with any new tax law, we strongly recommend … [Read more...] about How Does the Tax Cut Affect Your Estate Plan? | Estate Planning Attorney
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Life Insurance Policy Ownership Pitfalls: What Should I be Aware of? [su_spacer] Life insurance can play an important role in an estate plan. Insurance may provide income replacement to a surviving spouse or liquidity to an estate where the majority of the estate’s value is tied up in a family business or real property. Insurance can provide the … [Read more...] about Life Insurance Pitfalls | Estate Planning Attorney Ken Barney
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