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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Estate Plan Taxes | Estate Planning Attorney
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
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
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
Avoiding the Pitfalls from Separation to Divorce and Beyond
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
Should I Name My Minor Child as a Beneficiary #EstatePlanningAttorney
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