Gifts That Your Family Will Love But The IRS Won’t Tax Making Tax-Free Annual Exclusion, Medical-Payments & Educational Gifts To Benefit Your Loved Ones Do not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones. Annual Exclusion [...]
What Is Reasonable Successor Trustee Compensation? How Much Should a Trustee Of a Trust Be Paid In Arizona? Asking someone to serve as your fiduciary (trustee of your trust or personal representative or executor under your last will and testament) is not something that you should take lightly. Serving as a fiduciary is a [...]
Can a Beneficiary Be The Trustee Of a Trust In Arizona? A Guide To Decide If It's Convenient To Be a Beneficiary & a Trustee Of The Same Trust Clients often naturally choose their children to be beneficiaries of their revocable living trusts. Many clients also wish to name one or more of their [...]
Why Are Trusts So Long In Estate Planning? Creating a Comprehensive Plan For Your Future: 4 Essential Elements Your Trust Should Accomplish When you met with a Mesa estate planning attorney a few weeks ago, perhaps all you expected was a simple will. Maybe you thought that, with your situation, the work should be [...]
The Employee Onboarding Process & Its Impact On Your Estate Plan Ensure That Your True Financial & Estate Planning Wishes Are Carried Out Starting a new job is an exciting new chapter in your life. Depending on your company’s onboarding process, there can be a lot of moving parts. You may feel overwhelmed by [...]
Financial Planning & Estate Planning: Protecting Your Future 4 Essential Things You Should Review To Make Your New Job a Success Congratulations on your new job! Getting a job begins a major chapter in your life. As you navigate this new territory, we are here to help ensure a prosperous transition. To protect the future [...]
Estate Planning & The Different Types Of Life Insurance What Kind Of Life Insurance Is Best For Estate Planning? Many of us do not start thinking about life insurance until we get our first full-time job and the company’s human resources representative asks us if we want to enroll in the employer’s group life insurance [...]
Common Law Marriages & Its Effects On Estate Planning Potential Estate Planning Issues For Common Law Partners Marriage as a legal institution has taken a variety of forms throughout history. As society evolves, how we identify marriage in our society also changes. In some states, a couple may be deemed married without having participated in [...]
Types Of Trusts: Are They All The Same? The Difference Between Constructive, Testamentary, & Living Trusts In the world of estate planning, terms that refer to legal documents such as wills, trusts, powers of attorney, and healthcare directives can be confusing and even overwhelming at times. What is a will, and how does it differ [...]
Can a Disabled Person Be An Executor Or a Trustee? Can a Disabled Individual Serve a Fiduciary Role In My Estate Plan? An important element of creating an estate plan is choosing a responsible party to handle your legal, medical, and financial affairs if you become unable to manage them yourself (i.e., become incapacitated) or [...]
