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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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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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