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Category: News and Blog



Nov 21 2018

IRS Issues Some Assurance Gifts Won’t Be Taxed

The IRS has issued proposed regulations that promise that major gifts made to take advantage of the now-temporary $11 million …

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Nov 19 2018

Special Challenges of Dementia at the Holidays

If a family member has dementia or Alzheimer’s disease, it’s important to consider his or her needs at a family …

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Nov 17 2018

Sen. Kyl Proposes Another Estate Tax Cut

Arizona’s own Sen. Jon Kyle has introduced legislation that proposes to cut the estate tax rate from 40% to 20%.  …

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Nov 16 2018

Alzheimer’s Cures: Lifestyle Changes? Will We Ever Know?

Discover magazine looks at a controversial Alzheimer’s treatment that customizes changes to patient’s lifestyles and seems to get results.  Meanwhile, …

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Nov 16 2018

Visiting an Aging Loved One? Investigate a Little

There are certain warning signs that an aging loved one might need more help.  So, if you are visiting for …

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Nov 16 2018

Have You Been Named Executor? Get Ready

Acting as executor of an estate (called “personal representative” in Arizona) can be an honor, but it also is a …

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Nov 15 2018

Tax Limits for 2019 Announced

The IRS has announced the 2019 limits for estate and gift taxes: the estate/gift tax exemption will go up to …

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Nov 15 2018

Stan Lee Dies, Leaving a Mess and a Message

Creative genius Stan Lee died November 12, and his life got pretty messy toward the end, which inspired quite a …

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Nov 09 2018

A Prenup: Roadmap for Success

Prenuptial agreements can be an important part of an estate plan.  Such an agreement is not so much a plan …

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Nov 07 2018

Art to Be Auctioned to Pay Legal Fees

Robert Indiana’s executors have to sell off some art the late artist collected to pay legal fees.  Auctioning the two …

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