Phoenix trust lawyers

Can a Trust Help Keep My Gifts Private?

By | Probate | No Comments

or most people, one of the primary motivations for creating an estate plan is to ensure that their estate assets are distributed according to their wishes after they are gone. Most people also use a Last Will and Testament as the estate planning tool of choice to achieve that goal – at this in their initial estate plan. As your estate and your family grow, however, you may recognize the need to expand your estate plan as well.

Read More
living trust attorneys

Charitable Trusts Explained

By | Charitable Giving | No Comments

Are you a philanthropist at heart? If so, giving is likely part of every aspect of your life. You undoubtedly have several charities or causes that are dear to your heart and to which you devote both time and money on a regular basis. If so, you also probably wish to include those causes in your estate plan as well. Including outright gifts to your chosen charities is one simple way to accomplish that goal; however, it is neither the only way nor the best way for most people to incorporate charitable gifting in their estate plan.

Read More

Prenuptial Agreements Can Provide Remarriage Protection

By | Estate Planning, Legal Education | No Comments

Requiring a prenuptial agreement before your spouse remarries can provide peace of mind and protect your spouse, your children, and their inheritance. If you leave your assets in a trust for your spouse and children, you can require your spouse obtain a prenuptial agreement before remarriage. This can protect your loved ones. Read on to find out more about prenuptial agreements.

Read More

Giving Back

By | Estate Planning, Legal Education | No Comments

Giving back provides many benefits, whether in life or at death. The article explores ways of giving back and some of the tax benefits available, both during life and at death. The article provides a couple strategies to maximize the tax benefits, such as grouping deductions and doing a charitable IRA rollover.

Read More