By John Even | Published August 31, 2020 | Posted in Estate Planning, Probate and Trust Administration |
Why is an Estate Plan So Important for Business Owners? For many of my clients who own businesses, their business is the largest asset in their estate. As a result, it is critical that this asset is properly handled after their death. This blog discusses three reasons why it is extremely important for business owners Read More
Read MoreWhen Does An Estate Have to File An Estate Tax Return? After the death of a loved one, family members often ask me if the estate has to file an estate tax return. This blog discusses how estate taxes are calculated and when estate tax returns are required to be filed. What Are Estate Taxes? Read More
Read MoreShould I Update My Trust If I Move Here From Another State? In Arizona, thousands of people move here every year from another state to retire or for a job relocation. When this happens, clients often ask me whether they need to update their estate planning documents that were drafted in another state. This blog Read More
Read MoreWhile Staying at Home for COVID-19, It’s a Good Time to Get Your Financial and Legal Documents in Order As we continue to grapple with the many issues related to the COVID-19 virus, I wanted to touch base with all of you and offer you a few ideas that may be helpful as we are Read More
Read MoreLeaving Your Charitable Legacy Now and in the Future We still have a few days left in 2019, and there a lot of ways that you can give to your favorite charity. This blog discusses several different ways to give to charity for year-end and also discusses different ways to give to charities in your Read More
Read MoreWhat is Your Legacy? When you think of leaving a legacy, what do you think of? The inheritance that you would like to pass on to your children? A gift to your family’s church or your favorite charity that will continue on past your life time? Perhaps the successful transfer of a family business to Read More
Read MoreTop 10 Things You Need to Know About Arizona’s New LLC Act In Arizona, the Limited Liability Company Act was recently updated (“New Act”). Especially for LLC’s with multiple members (other than married couples), I recommend that LLC owners meet with an attorney to discuss possible updates to their LLC documents. Here are the top Read More
Read MoreWho Has Priority to Be Mom’s Guardian or Conservator? Sometimes I get asked this question when a client’s mom or dad has dementia or Alzheimer’s. This blog first discusses when a guardian or conservator is necessary. It then describes who has priority to be Mom’s guardian or conservator. Finally, it recommends ways that you and Read More
Read MoreShould My Trust Own My LLC? Many of my clients who are setting up trusts also own one or more LLC’s. As a result, in the process of setting up their trust, they ask if their LLC should be titled in the name of their trust. This blog discusses when the client should title their Read More
Read MoreDo I Need an A/B Trust? Clients ask me this question all the time. This blog discusses what an A/B Trust is and when it is appropriate for married couples to consider one. What is an A/B Trust? An A/B Trust is a trust for married couples that divides into two trusts (typically called a Read More
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