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Category: Financial planning



Aug 31 2016

Have (or Buying) Property? Know How to Hold Title

When you are sitting at the desk of a title company purchasing a new home, it is an exciting time …

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Sep 26 2014

Survey: Sharing Estate Plan with Family Helps Heirs Cope

A common question from clients is, “How much of my estate plan should I share with my kids?” This is …

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Oct 31 2013

New Medicare Taxes Aimed at High-, Passive-Income Earners

This year there is a new tax in town, the Additional Medicare Tax.  There are two facets to this tax: …

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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 …

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Sep 30 2013

Larger ‘Small Estates’ Qualify for Collection by Affidavit

“Small estates” in Arizona got a bit bigger this month.  September 13 was the effective date of legislation amending A.R.S. …

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Jul 31 2013

Part of DOMA Is Gone, But Benefits for Same-Sex Couples Are Far From Clear

It’s rare when a case centering on the federal estate tax case reaches the Supreme Court.  It’s even rarer when …

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Jul 31 2013

Portability Is One Benefit of Marriage, But Not Every Couple Should Rely On It

In the estate planning world, there has been a lot of buzz lately about portability.  The New Year’s Day fiscal …

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Jan 09 2013

Whatever Happened to the Estate Tax?

On New Year’s Day, Congress passed “permanent” changes to the estate tax laws, something that had not been done in …

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Jan 09 2013

What Does the Fiscal Cliff Deal Mean for My Estate Plan?

What’s most important to us as planners is how the “fiscal cliff” deal changes will affect our clients’ existing estate plans …

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Dec 19 2012

IRA to Roth: Should You and How To

The decision to convert your Traditional IRA to a Roth IRA is a big one.  People spend weeks crunching the …

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