What Does a Trump Presidential Victory Mean to My Estate Plan and Estate Taxes? Regardless whether you lean towards the political left or right, the results of the 2016 Presidential and Congressional elections will result in changes to our current estate and gift tax laws. Since 2013, when the last major estate and gift tax laws were enacted, … [Read more...] about Estate Plan Taxes | Estate Planning Attorney
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Estate Planning Litigation Attorney | When a Will May Not be the Way
We read in the Bible the parable of a rich man who had the problem of figuring out what to do with all of the goods he had accumulated. He determined to build larger barns to store all that he had. However, God told the man that very night that his soul would be taken, thus leaving the question “Whose shall those things be, which thou hast … [Read more...] about Estate Planning Litigation Attorney | When a Will May Not be the Way
Estate Planning Attorney | Should I Transfer My Vehicles to my Trust?
As an estate planning attorney in Arizona I am always asked if after you have signed your revocable living trust, what if anything should you do about your vehicles or other assets titled through Arizona’s Motor Vehicle Division? First of all, let me remind you, if you have a revocable living trust, the “funding” of your trust (which means … [Read more...] about Estate Planning Attorney | Should I Transfer My Vehicles to my Trust?
How Can I Avoid Probate | Arizona Probate Attorney
One of the main questions clients will ask is, “How I can avoid probate when I pass away?” This common question stems from a long history of “probate” being associated as an evil word or a long and expensive legal process, which is to be avoided at all costs. It is true that probate is court driven, public, can be time consuming and expensive, … [Read more...] about How Can I Avoid Probate | Arizona Probate Attorney
Will Congress Close the Trust Fund Loophole? #EstatePlanningAttorney
(Comments Regarding President Obama’s 2015 Tax Proposals) On January 17, 2015, the White House released its fact sheet entitled, “A Simpler, Fairer Tax Code that Responsibly Invests in Middle Class Families.” This fact sheet was released as a precursor to President Obama’s 2015 State of the Union Address and his 2015 Tax Proposals. The White … [Read more...] about Will Congress Close the Trust Fund Loophole? #EstatePlanningAttorney
What Type of Last Will and Testament Should I Have? #EstatePlanningAttorney
Estate planning has a couple of constants and always will. The first is changes in your family and circumstances will always happen. Whatever plan you put in place will, over time need to be adjusted and changed based upon various factors such as state or federal law changes, tax law, family, assets, relationships with the persons chosen for … [Read more...] about What Type of Last Will and Testament Should I Have? #EstatePlanningAttorney