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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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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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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?
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Going through a legal separation or divorce is a very stressful, emotional and financially taxing period in anyone’s life. There are many pressing issues that take center stage in a divorce, especially if you have minor children, that usually other important matters are forgotten or ignored. One of the last things that may come to your mind while … [Read more...] about Avoiding the Pitfalls from Separation to Divorce and Beyond
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As an estate planning attorney in Mesa, Arizona I am frequently asked the question by parents: Should I name a minor child as a beneficiary or contingent beneficiary of a life insurance policy? This question has very important legal and financial ramifications that may affect your child positively or negatively for years to come and thus, should be … [Read more...] about Should I Name My Minor Child as a Beneficiary #EstatePlanningAttorney
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If you have taken the time to create a trust based estate plan and have not taken the next step to ensure all of your assets have been transferred (“funded”) properly, then your trust may not accomplish all that you have intended. Please use the following guidelines below to be certain you have funded your trust correctly to protect your legacy … [Read more...] about Your Living Trust is Not Complete if it is Not Funded Properly
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