IRS Proposed To Eliminate Valuation Adjustments
Getting A Valuation Adjustment For Certain Family Owned Businesses Has Been A Critical Planning Strategy In Avoiding An Estate Tax After Someone’s Death Well…the IRS is proposing to eliminate that…
Divorced At 50 Plus: Fixes For A Carefree Retirement
Divorce Is Never A Happy Subject The emotional impact on a family can take months or even years to heal. Another pain that many do not learn about until it…
Save Money & Heartache – Avoid A Guardianship This Way
What Is A Guardianship? It is no surprise that the older we get, the greater our chances of becoming mentally or physically incapacitated. Yikes. Not a happy subject, it can…
Estate Planning Documents: What’s In YOUR Wallet?
Got a plan? According to a estate plan study commissioned by the Boston College Center on Wealth and Philanthropy, more than $59 trillion in wealth is underway to pass to…
Why Doesn’t The Maricopa County Assessor’s Office ID My Trust As The Owner Of My Home?
When Folks Come In To Have Their Estate Plan Completed, A Living Trust Is A Tool We Use With Nearly Every Homeowner Sometimes, despite the fact that we have filed…
Do Your Children Spend Every Dime As Fast As They Get It? A Trust Is What You Need
Every Parent Sets Out To Be Sure Their Children Understand The World Of Finances & How To Manage Them The truth is, MANY times these efforts just don’t stick. Even…
Is This Where My House USED To Be?! No Personal Lawyer?
Could Your House Be Demolished While You Lie In The Hospital & What Is A Personal Lawyer? Picture this: you are a senior citizen and you enjoy traveling to Florida.…
You Can Do THIS & Save On The Cost Of Long Term Care
If you are 65 today, you have a 70% chance of requiring some type of long term care before you pass away, according to the U.S. Department of Health and…
Retirement In Arizona: Here Are Five Things Your Parents Can Teach You
Just When You Think You Have Learned Everything You Can From Your Parents, You Find That There Is Still More To Learn Except that this time it is about the…
Family Wealth Planning: Steps On How To Leave Your Family (& The World) A Better Place
Guilt. When You Are A Parent, You Feel Guilty It’s just how it is. Regardless of what the issue is, you hovered over your kids, you worked too hard, you regret…