Chandler, AZ
Estate planning Lawyer at Chandler, AZ
Practice Areas: Estate Planning, Business, Corporate & Incorporation
Choosing a Successor Trustee August 2012 The basic qualities of a good successor trustee are integrity, good judgment and objectivity When you create a Revocable Living Trust, you should choose some...
See Full GuideNow or Never? Take Advantage of Gift Tax Exemption Limits July 2012 Don't let Taxmageddon deprive you and your beneficiaries of valuable tax saving opportunities Unless Congress acts, at the end of 2...
See Full GuideRetirement Planning for Singles June 2012 There is a growing trend among the nations retirees: unplanned singlehood A March 2012 report by the BMO Retirement Institute, Single in Retirement, offers ...
See Full GuideThe federal JOBS Act makes it easier for investors and qualifying businesses to hook up, but there are plenty of risks to go along with the rewards May 2012 On April 5, 2012, President Obama signed int...
See Full GuideThe tax laws provide many opportunities for grandparents to provide for their grandkids' financial, educational and other needs. If you have grandchildren, or anticipate their arrival, providing for th...
See Full GuideDivorce: The Importance of Cleaning Up Key Documents After a divorce, sitting down with financial professionals may be critical to ensuring that your estate plan benefits the right people. ...
See Full GuideJanuary 2012 Unless you dont watch TV or use the Internet, you have probably heard of the popular movie and book, The Girl with the Dragon Tattoo, written by a Swedish investigative journalist, Stieg L...
See Full GuideAs we discussed in two articles at the beginning of 2011, the 2010 Tax Relief Act provides valuable income and estate tax breaks that will go away in December unless Congress extends them. Income Tax ...
See Full GuideIn a January 2011 article we addressed the changes to the gift and estate tax provisions contained in the Tax Relief Act. Everything may change at the end of 2012 so it’s more important than ever to ...
See Full GuideThis article, adapted from the introduction to our comprehensive Successor Trustee Handbook, offers an overview of what it means to be in charge of someone elses affairs If a relative or friend has na...
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