It is true, a trust can be used to safeguard assets from estate taxes, however, that is not the extent of what a trust can accomplish. The two primary purposes of a trust are to manage assets during life and control their distribution at death. During life, a trust can address issues encountered in … [Read more...] about Trusts: Not Just for Estate Tax Avoidance
Attorney Andrea Claus
The 21st century has brought exciting new technologies. And has given us platforms to do things that were only dreamt of in Star Trek or the Jetsons. With these new on-line, or digital platforms, comes a whole new type of asset that we need to plan for – who can access these “digital assets” if we … [Read more...] about A Sign of the Times: Planning for your Digital Estate
Did you know the IRS is nice? It must sound as strange to read as it is to write. But in this one instance the IRS does a very nice thing for the loved ones of a person who passes away: There is a step-up in cost basis for all assets included in the decedent’s estate. The easier way to understand … [Read more...] about The IRS is nice?
As we age, many of us think about our retirement, if we have saved enough and where we might live. However, as this recent article on USA Today discusses, have we properly planned our … [Read more...] about Don't Have an Estate Plan? It's Time to get one!
Morris Hall is pleased to once again be part of the Arizona PBS Channel 8 pledge drive! Tune in tonight to see MH attorneys and staff support PBS. We not only will be answering the phones, taking calls, but we will be matching each dollar donated! … [Read more...] about Channel 8 Pledge Drive! MH to Volunteer
MH is proud to be a Premier sponsor of the 8 AZ PBS Show "Arizona Collectibles"! Eight, Arizona PBS invites collectors throughout Arizona to apply for an opportunity to attend a weekend evaluation event, where they can meet with professional appraisers and possibly showcase their … [Read more...] about MH: Proud Sponsor of Channel 8 Arizona Collectibles
On the third Monday of January we celebrate the birthday of Rev. Dr. Martin Luther King, Jr. King is remembered and honored for his work as a spokesman for nonviolent activism in the civil rights movement towards ending discrimination towards African Americans. King is best know for his “I have a … [Read more...] about Happy Martin Luther King, Jr. Day!
We hope that everyone has a safe and Happy New Year! From the MH family. … [Read more...] about Happy New Year from MH
Happy Thanksgiving to all of our friends and family. … [Read more...] about Happy Thanksgiving!
When is the right time to think about getting a Will or a Living Trust? The easy answer is when is not the right time? Often people do not think about planning for death until they think death is near. Unfortunately, our birth certificates do not have expiration dates. This of course would make … [Read more...] about IF YOU HAVE A FAMILY, YOU HAVE A REASON