By John Even | Published January 27, 2023 | Posted in Estate Planning, Other |
Now Is the Time to Get Your Important Documents in Order Happy New Year! As you are making your new year’s resolutions, now is also a great time to get your important documents in order. Here is a quick checklist of five things that you can do to get your important documents in order. I Read More
Read MoreIt’s Giving Tuesday – Remember to Give Back This Year It’s Giving Tuesday 2021, 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 discusses different ways to give to charities in your estate plan. Five State Tax 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 MoreSometimes I get asked this question when a client’s mom or dad has dementia or Alzheimer’s. This blog discusses when a guardian or conservator is necessary and ways that you and your family can plan for incapacity in order to avoid the need to go to court if this ever happens. Key Definitions First, it Read More
Read MoreI hope that you and your family had a wonderful Christmas holiday! Before the end of the year, there are two charitable giving opportunities that I wanted to bring to your attention from a tax perspective. First, earlier this month, President Obama signed a bill that granted an extension for tax-free distributions from your IRA Read More
Read MoreSo you are opening up your own business or maybe you just purchased a rental property and want to know the best type of entity to set up for you and your partners. In general, there are really two options, you can either set up an LLC or a corporation. Five Things to Consider Although Read More
Read MoreAlthough it has now been a few years in our house, I remember when are kids were toddlers. You remember the “It’s mine” stage – If it’s yours, it’s mine; if I think it’s mine, it’s mine; and if I want it, it’s mine. It’s amazing how rapidly mature adults can revert back to this Read More
Read MoreThese days, way too many people put off drafting their will or trust until “tomorrow”. In a way, it is understandable, because no one likes to think about death (especially their own). However, the reality is that it is coming for all of us, and putting off drafting your will, trust, and other estate planning Read More
Read MoreSo You’re Named as the Personal Representative . . . Here’s the scenario . . . Your elderly aunt recently passed away and named you as the personal representative (i.e., Arizona’s word for executor) of the estate in her Will. You know that she has a modest home in the Phoenix area worth approximately $200,000, Read More
Read More