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Category: General Articles



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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May 30 2017

What to Do With a Timeshare? Some Options

Own a timeshare? If you’re funding a revocable trust or otherwise establishing your estate plan, you should be aware of …

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May 30 2017

Probate Involves Wills, Heirs, and Much More

The word “probate” is probably one of those terms that you’ve heard people use, but you may not be totally …

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Apr 28 2017

New Ruling is Another Reason to Update Beneficiary Designations

Divorced or divorcing?  If you needed another reason to update your beneficiary designations, here’s one:
Metropolitan Life Ins. Co. v. …

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Apr 28 2017

A To-Do List for When a New Baby Arrives

Welcoming a baby into the family is a joyous occasion. Along with that joy come some planning questions for both …

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Mar 31 2017

Own Copyrights? There May Be Special Planning Required

If you are a creative person who puts your talents to work, you probably own copyrights, and it’s important to …

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Mar 31 2017

New Law May Complicate Enforcing Living Wills

Arizona lawmakers may have just complicated your Living Will.
Gov. Doug Ducey signed Senate Bill 1439, which protects health care …

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