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?
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
(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
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
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
The question, “who should be your designated beneficiary under your life insurance policy” is a very important family decision that should be made after careful consideration of all relevant family and financial goals in mind.As an experienced estate planning attorney, I strongly suggest if you have a blended family, minor children, disabled … [Read more...] about Who Should Be My Life Insurance Beneficiary? #EstatePlanningAttorney