Gifting – What Assets Are Eligible?
Most people enjoy giving presents and watching people open them. Gifting is also an important tool used while preparing an estate plan, but some gifts may be taxable by the…
Strategies For Reducing Taxes
Benjamin Franklin said, “In this world nothing be said to be certain, except death and taxes.” Most of us pay taxes like income tax, sales tax, and capital gains tax.…
Knowing When It’s Time To Retire
Swedish tennis legend Bjorn Borg retired in 1983 – at age 26. Jack Borden, an attorney from Weatherford, Texas, was still practicing law when he died at age 102. Some…
The High Cost Of Bad Estate Planning
Some people put off estate planning because they don’t want to think about death or feel they don’t have enough property to bother with. Others pay the lowest fee possible,…
How To Protect Your Assets For The Next Generation
Every person leaves a legacy, a way for their families and friends to remember them. Legacies can consist of favorite memories, belief systems, and tangible assets like homes or financial…
4 Things To Consider When Selling Your Arizona Business
Entrepreneurs build businesses for various reasons. Sometimes it’s for the thrill of winning or facing the risk of losing. Or maybe an individual has a special talent that can be…
How & When To Start The Probate Process In Arizona
After Someone Dies Their Estate Lives On – At Least Until The Probate Process Has Been Completed We’ve all heard about cases that drag on for years while heirs fight…
Electronic Wills: Are They Valid In Arizona?
We’ve come to rely on electronics and the Internet for many things we used to do on paper. Nowadays, we use e-readers instead of paper books, smartphone apps instead of…
Caring For Assets During Probate
When someone dies, what happens to their stuff? Financial accounts or insurance proceeds, may pass to beneficiaries right away. Other assets will be distributed after a probate proceeding, which can…
When Do You Need A Guardianship?
Sometimes It’s Easy To Notice That Someone Needs Help, While Other Times It Just Seems To Creep Up On You One day, you or a loved one is fine. The…