Often times clients will come in and ask “Do I need a trust?” The answer is, it depends. A less common, but often equally important question is “Should I leave my beneficiary’s inheritance in trust?”

What do I mean by…

Individual Retirement Accounts (IRAs), 401(k) and 403(b) accounts. What are the differences among different types of retirement accounts?

Who qualifies for the different types of retirement accounts?

One key difference among different types of retirement accounts is which one is…

The holidays are just about over and a new year is upon us! In December we discussed holiday gifts, estate planning, and Rupert Murdoch’s court case to change his irrevocable trust.

Holiday Gifts

It’s the season of giving. One thing…

Many estate planning clients come to us unsure about who should fill the various fiduciary roles in their estate plans. A “fiduciary” is a person or organization who acts on behalf of others. This often involves the management of another’s…

It is very common for our clients to express confusion about the taxation of estates and trusts. That’s because it’s confusing.

Taxation of estates can be any of at least four types of tax

Look online for information about taxation…

November is over and the holiday season is well under way. In the news last month was Medicare and Medicaid, Alzheimer’s and Dementia, and the Corporate Transparency Act.

Alzheimer’s and Dementia News

More places are creating “dementia friendly” experiences.…

In 2008 Arizona adopted a version of the Uniform Trust Code. That law introduced the legal concept of a “qualified beneficiary” into Arizona trust law. It clarified who is entitled to information, but it introduced new confusion. Who is a…