Holiday Cheer: Five Financial Gifts to Consider
Dec 06, 2017
Making a financial gift during this holiday season is more than a generous gesture to a loved one. It can also be a valuable planning strategy. 1. BUY TIME WITH AN ADVISOR New graduates, parents of ne...
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Maintaining a Healthy Estate Plan
Oct 27, 2017
If you have been putting off updating your estate plan, you are unknowingly playing a risky game that very realistically could result in your loved ones facing financial loss, hurt feelings, and addit...
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Personal Representative (or “Executor”) Handbook - Arizona
Jun 27, 2017
The purpose of this handbook is to assist you in carrying out your duties as the Personal Representative (or Executor) of the estate of an Arizona decedent. WHAT IS A PERSONAL REPRESENTATIVE? In Arizo...
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Guide for the Successor Trustee - Video 1
May 21, 2014
Video 1 of Ron Adams' Successor Trustee Workshop...
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Has Your Estate Plan Aged as Gracefully as You?
Jul 08, 2013
If more than a few years have passed since you created your will or trust, changes in circumstances might dictate a change in plan
Ron Adams
In a perfect world, you could create an estate plan an...
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IRS Releases "Dirty Dozen" Tax Scams for 2013
May 16, 2013
Some of this year's top scams are directed at innocent taxpayers, while others are committed by taxpayers in a futile and costly attempt to avoid taxes. For each of the last several years, the Internal...
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Should You Consider Downsizing Before Retirement?
Mar 14, 2013
That's not a simple question to answer, as you balance the benefits of a lower cost of living with the realities of a soft real estate market and the emotional aspects of selling the family home
Does t...
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Fiscal Cliff” Tax Bill: The Highlights
Jan 23, 2013
While the new law is projected to raise taxes by about $600 billion in the next 10 years, it offers some comfort for many taxpayers who may have been preparing for the worst
On New Years night the Hou...
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"Filial Support": Can You Be Billed for Your Parent's Nursing HomeCare?
Oct 26, 2012
Filial Support: Can You Be Billed for Your Parents NursingHomeCare?
October 2012
Under little-known laws of many states, an adult child can be determined to be financially liable for their parents ...
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Do You Have an LLC? Your Operating Agreement Is a Vital Document
Oct 09, 2012
In the absence of an operating agreement, the LLC will be governed by the rules set forth in Arizonas statutes, which are silent on what will happen in many situations.
Ron Adams
Becau...
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