Two weeks ago, I litigated a seven-figure contested estate. Thankfully I won the trial, largely because the decedent had executed estate planning documents with an experienced estate planning attorney. Still, the decedent could have taken a few more steps to ensure...
In the March 1, 2018 edition of Financial Advisor, Greg Sullivan writes about the financial wreckage of parents with children who fail to become financially independent adults in his article, When Adult Children Wreck Parents’ Retirement. The article reminds me of...
With recent scandals in our own backyard, rocking both the football and basketball programs at the University of Arizona, it is an appropriate time to examine the policies and procedures that you have in place as a business owner. Have you even bothered to create an...
Last week David Robinson wrote an article, 5 Questions to Ask Your Estate Planner After the New Tax Law, Forbes, January 9, 2018. All but one question (#3) apply to Arizona Trust and Estate planning. If you are unsure whether and how the new Federal tax law impacts...
Wills. Trusts. Powers of Attorney. Are these items that you have considered putting together, but haven’t gotten around to yet? All too often, people wait until a crisis strikes to hurriedly construct these documents. Why not act in advance and allow yourself time to...
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