Writing Your Ethical Will
ETHICAL WILLS: My Experience One of my cherished childhood memories are my experiences with my great-grandmother. As a child I have the f...
Avoid Estate Planning Fights
Why Do Heirs Fight? Unfortunately, family fights can become one ugly outcome of poor estate planning. Many clients believe that financial transfer...
What is a Pet Trust?
DOES YOUR ESTATE PLAN INCLUDE YOUR PETS? A tragic loss inspired this particular post. A few weeks ago, our family lost one of our treasur...
Estate Planning Mistakes
COMMON ESTATE PLANNING MISTAKES Document Errors in Your Will or Living Trust One of the most common mistakes is to not keep your will current. Mista...
Avoid Probate in Arizona?
How Do I Avoid Probate in Arizona? Most people hear the word probate and get an immediate, likely negative, reaction. Many clients will come in spe...
Why should I create a life insurance trust?
Should the unthinkable happen and a loved one pass away without any advance planning, their family members could find themselves dealing with avoidabl...
Same Sex Estate Planning After DOMA
ESTATE PLANNING FOR SAME-SEX COUPLES The Supreme Court's decision in Windsor signaled a new era for same-sex marriages legally performed under stat...
How To Handle Digital Assets?
As people continue to use the Internet for paying bills and social interaction, many people are starting to wonder what will happen to their digital a...
INCAPACITY PLANNING FOR YOUR ESTATE?
One of the most common client questions is why they need to plan at all. With estate taxes at comfortable limits (For 2013, $5.25M) the rea...
Can I name minors as my beneficiaries?
One of the main concerns with naming a minor as a beneficiary is ensuring that any money is used for appropriate purposes, like health or education. C...