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Does Your Estate Plan Pass the Multigenerational Test?

"Life happens" for every generation: parents, children, grandchildren, or great-grandchildren. So, it is important to consider how you want to leave your legacy through multi-generation estate planning. According to a recent Forbes article, the amount of wealth that will pass down from generations over the next decade will be more than any generation in the...

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Estate planning for LGBTQ families is essential

Attorneys explain what you need to know when creating such plans Estate planning is essential for families hoping to plan for the future. LGBTQ families are no exception. That’s the focus of a recent CNBC News story about this important topic. Estate planning attorneys in Arizona who deal with these issues every day agree. Same-sex...

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7 steps to create a successful estate plan

The basic elements of an estate plan are cut-and-dried. Beneath the surface, though, are issues that catch many people by surprise. Here are steps you can take when creating an estate plan to avoid some of the most common pitfalls. Is your family ready? You need a complete estate plan, one that includes a will,...

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How to avoid an IRS audit

One of the most common questions a tax attorney gets asked is: How do I avoid an IRS tax audit? Fortunately, the odds of getting audited by the IRS are fairly low. Still, there’s no guarantee that you won’t get contacted by the IRS and face scrutiny after you’ve filed your taxes. The tax filing...

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Your guide to estate planning during a pandemic

Billionaire Warren Buffet once famously said that investors should be “fearful when others are greedy, and greedy when others are fearful.” With COVID-19 still spreading across the nation, this is certainly a time of fear for many. In this environment, people have the opportunity to capitalize on their “greed” - the good kind. Right now...

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How to get help with end-of-life planning

You may have been putting off end-of-life planning for yourself or a loved one. The process can be long and daunting. An experienced estate lawyer can help you complete the legal paperwork and compile the necessary documents. There are many advantages to putting a plan in place sooner rather than later. Not only will you...

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How does an irrevocable trust work?

When you're planning for your financial future, you have options. So many, in fact, that it's easy to get overwhelmed. Balancing the advantages and drawbacks of different estate plans is tricky. How will you meet your goals? We're proud to work with Arizonans to help them understand their legal options and find the right path...

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