Attorneys Serving Arizona Since 1987
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
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
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
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
A very common scenario plays out time and time again: A parent or loved one, years ago, planning ahead (which in and of its self, is something almost 70% of American’s do not do), created a Revocable Living Trust. The Trust book was then placed on the shelf and has collected dust during the past 10+ years, having never been updated nor properly … [Read more...] about My Loved One Died and Nominated Me as Trustee – What do I do Now? #EstatePlanningAttorney
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