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1. How can I plan to keep my pet should I become divorced? As a person gets ready for marriage, sometimes the thought of an eventual divorce can lead the couple into an attorney’s office to obtain a pre-nuptial agreement. But, it can happen that the most important asset, a pet, is left out of […]
Interest rates are lower than they have been for some time, which presents estate planning opportunities, whether you have existing plans or are just beginning the planning process. Perhaps you have loaned money to your child so she could invest in a business or to some other family member to help him navigate a tough […]
With the recent death of Kobe Bryant, world renown sports star, the Byrant family and the world mourned a terrible loss. And in Kobe’s own family, after the shock of the death, funeral, and then review of his estate, it became very clear that Kobe had left his daughter Capri out of his trust. Now […]
Many of us have a little extra time on our hands these days, which allows us to spend more time with family and a unique opportunity to consider what estate planning we need in place to protect ourselves and our loved ones. Maybe you have estate planning in place but much has changed since it […]
When planning one’s estate, it may seem that the primary focus is about securing and passing on wealth to the next generation. Although wealth succession planning is integral to every estate plan, there are other types of “non-material wealth” that may include your faith and religious convictions. Indeed, an important question to ask when planning […]
Read the Trust document and the Will and decide whether to accept the Trusteeship A Successor Trustee who accepts their appointment by the terms of the trust or through a court order, should be certain to read the trust document first (and corresponding Will). This will familiarize one with what the trust says about administration […]
Charitable giving most often comes from a spirit of altruism, and a person’s desire to do something for the common good. If you think about the causes you care about most, then have you ever considered further the positive effect your giving has on your own life? The question that must always be asked when […]
1. Medical Documents for the Hospital Whenever a mother goes to the hospital to deliver her baby, it is vitally important that she provide copies of certain estate planning documents to the hospital and her physician. Such documents include mom’s (1) Health Care Power of Attorney, (2) HIPAA authorization, and (3) her Living Trust and […]
The Affordable Care Act was passed by Congress and then signed into law by the President on March 23, 2010. Two years later, the Supreme Court rendered a final decision on June 28, 2012, to uphold parts of the health care law under Congress’ Taxing Power reserved under the US Constitution, Article 1, § 8, […]
Scams and frauds are happening across Arizona every day which garner the attention of state and federal law enforcement authorities. Although some fraud schemes are new, many are reruns of familiar criminal conduct including internet phishing scams through email, or false telephone calls and letters alleging to be from the IRS or the County Jury […]
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