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Articles by Craig Wisnom



Feb 28 2017

Trending: Protecting a Beneficiary’s Inheritance for Retirement

For decades, or, frankly, centuries, continuing trusts for a beneficiary have been a way to deal with a person too …

Posted in Featured, General Articles

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Oct 30 2016

Estate Planning In A Digital World

Arizona recently enacted the “Uniform Fiduciary Access to Digital Assets Act.” If you think that sounds like a mouthful, that’s …

Posted in General Articles

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May 31 2016

Marriage and Divorce Change Everything – Even Your Will!

Many people know that if they die without a Will, the state has written one for them. This is through …

Posted in Estate Planning, Family harmony, General Articles, General Issues, Marital Matters, Miscellaneous

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Mar 31 2016

Income Tax and Changing an Irrevocable Trust

One reason to modify an irrevocable trust is to reduce income tax.
While the income tax and estate tax are …

Posted in General Articles

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Feb 29 2016

Revocable Trusts Avoid Probate and More

A Revocable Trust is frequently marketed as a tool to avoid probate, and indeed it certainly achieves that goal in …

Posted in Featured, General Articles

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Nov 29 2015

Probate Is Not Always As Bad As Some Make It Sound

“Probate” is one of the most loaded and misunderstood terms in estate planning. It is used as a boogeyman to …

Posted in Estate Planning, Featured, General Articles, General Issues

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Sep 30 2015

Estate and Gift Taxes: Updates and Reminders

The estimated annual inflation adjustments to the Federal estate and gift tax exemptions have recently been published. (And you thought …

Posted in General Articles

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Feb 28 2014

Understanding the Practical Basics of Your Estate Plan

Do you understand the practical basics of your estate plan?  Not the technical details, but the substance.  If you die, …

Posted in General Articles

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Sep 30 2013

Lurking in the Weeds: State Death Taxes Make a Major Comeback

Federal estate tax planning impacts far fewer people than it did fifteen years ago. Back then, any individual dying with …

Posted in Estate Planning, Estate Tax, Financial planning, Multi-State Living, Trust Planning

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