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Category: General Articles



Oct 31 2017

The Estate Tax is on Life Support, and Everyone Has an Opinion

The modern federal estate tax, which has been with us for just over 100 years, might finally be on its …

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Oct 31 2017

Plan Carefully for Out-of-State Real Property

We all know that many Tucsonans came from someplace else. This means quite a few have real estate located in …

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Sep 29 2017

MICE Factors Are Lurking in Your Retirement Accounts

Dealing with IRA’s, 401k’s, and other retirement plans is THE most complicated issue for estate planning in otherwise straight forward …

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Sep 29 2017

If You Are Approaching 65, Map Out a Medicare Plan

Turning 65 Soon?
For many older Americans, 65 is a magic number.  Not only does it mean passing the age …

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Aug 31 2017

Appraisals Are Important: 3 Steps to Getting It Right

Most everyone knows that appraisals are used to document  how much assets are worth.  Appraisals play a particularly important part …

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Aug 31 2017

Planning Is Crucial if You Have Children With an Ex

How do you choose between your spouse and your children? It may sound like a tough hypothetical in a philosophy …

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Jul 31 2017

9th Circuit Says Divorce Revocation Statutes Work

Divorced or divorcing?  Be sure to change your beneficiary designations.
If that sounds familiar, you must be a loyal reader.  …

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Jul 31 2017

Are Gifts and Bequests Better in $ or %? It Depends

When clients come to us to prepare a Will or Revocable Trust, some have a long list of potential beneficiaries, …

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Jun 30 2017

Estate Plan Can Help Beneficiaries in Uncertain Times

Unless you have successfully turned off the outside world, you have heard about the effort to reform or repeal the …

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Jun 30 2017

IRS Gives More Time to Elect Portability

There was good news from the IRS this month.  They announced they’re giving surviving spouses a break.
People who recently …

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