4 Reasons To Review Your Estate Plans
An ancient philosopher once said “there is nothing so constant as change.” With each new event in our lives, we assess our current path and make corrections as needed. The…
Buy-Sell Agreements: Estate Planning For Your Company
Estate Planning Is One Of The Most Important Things A Person Can Do For Their Company Properly executed estate plan documents provide an orderly way to take care of a…
Estate Planning – Ways To Protect Your Most Important Documents
We like to protect things. Children, pets, ourselves, our homes – all important things we try to keep from harm. And records, too. Financial records, family history, and, of course,…
Handing Over The Keys: Transferring Your Business To Your Family
Business Transfers Within The Family Maybe you’ve considered the question of whether to retire or whether to keep running your business. And you’ve decided it’s time to trade in your…
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.…
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…
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…
Tips On A Dual Residency Estate Plan
Dual Residency Can Effect How Your Estate Is Settled People who own homes in more than one state face more legal issues. How will being a two-home, two-state family affect…