ABLE Act – New Law For Special Needs Planning
Congress recently passed the ABLE Act, or more formally known as the “Achieving a Better Life Experience Act of 2014.” The Stated Purpose Of This Act Is: (1) To encourage…
Details“Joint Ownership” Can Be A Bad Idea
Have You Heard Of Anyone Putting Their Adult Child On Their Bank Account? Usually it is done with the idea that if something happens to them, the child will have…
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Big News For Sirvent Law Firm
Keystone Law Firm Has A Big Announcement After working closely with John Hagensen, CFS, for the last two years, and since passing the Series 65 exam in July, Francisco and…
DetailsAnnual Gift Tax Exclusion Reduction Proposal
President Obama Has Filed His FY2015 Budget Proposal. This budget includes a significant change to the annual gift exclusion per donor and donee to a yearly cap of $50,000 TOTAL…
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Naming A Trustee For Lifetime Beneficiary Trusts
When leaving an inheritance in a trust for beneficiaries’ lifetime, the money or property you leave them can be protected from their own creditors, lawsuits, bankruptcy, and even divorce. When…
DetailsVeterans Pension Benefit
In Case You Need To Know The Dates Of Eligibility For The VA Improved Pension Benefit Under Current Law, VA Recognizes The Following Wartime Periods To Determine Eligibility For VA…
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Have You Been Defrauded?
Ever Felt Like You Were Cheated In A Purchase? Or like something was hidden from you? Arizona law protects buyers from “defraud”. But what is defraud, legally speaking? A recent…
DetailsHow To Ruin A Beneficiary Deed
A new case from the 9th Circuit reveals a huge pitfall when using beneficiary deeds in Arizona: there is no protection for beneficiaries who enter bankruptcy. Jones v. Mullen (BAP…
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Teen Texting & Driving
Arizona May Be Stepping Up Prohibition On Texting-While-Driving A new bill was introduced to outlaw texting while driving for those drivers age 16 or 17. HB2359 – TEENAGE DRIVERS; COMMUNICATION…
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