By John Even | Published December 27, 2019 | Posted in Estate Planning, Other | Comments Off on Leaving Your Charitable Legacy Now and in the Future
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⟩ Leaving Your Charitable Legacy Now and in the Future
Leaving 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?
What 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
Top 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
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Who Has Priority to Be Mom’s Guardian or Conservator?
Who 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?
Should 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?
Do 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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Top 7 Things To Know After You Sign Your Trust
Top 7 Things To Know After You Sign Your Trust So you have just signed your revocable living trust, and you are wondering what do I do next? This blog lists the top 7 things that I tell clients after they have signed their trust. I hope you enjoy it! You have some homework – Read More
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Top 10 Questions about Probate and Trust Administrations
Top 10 Questions about Probate and Trust Administrations Losing a parent or a loved one is difficult no matter where you live, but it is more difficult to deal with probate and trust administration issues if you are living out of state. What are the first things you should do? Who should you call for Read More
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Which Distribution Plan is Best for Your Trust?
Which Distribution Plan is Best for Your Trust? So you’ve decided that a trust is the best estate planning vehicle for you due to its many benefits, one of which is flexibility with regard to your distribution provisions, and now you are trying to decide on which distribution plan is best for you and your Read More
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Do You Trust Your Trust?
Another way of saying this is: How often do you need to have your revocable living trust reviewed after you set it up? Alternatively, what are some triggering events that might cause you to have your trust reviewed? In general, the answer varies depending on the complexity of your estate and other factors in your Read More
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