Planning Notes

You want to protect your business, but what legal strategy will help you to protect it best? This might sound a little like something Yoda would say, but the particular strategy or strategies will depend upon what you are most interested in protecting. Read More»

Although the idea of asset protection, i.e. protecting assets from creditors of the a person who owns them, may seem simple at first glance, it's not. In reality, implicit in asset protection is a rather nuanced process of dealing with the interplay between federal and state law. Read More»

If a person dies without a will in Arizona, can that person's children who were adopted by another person or persons still inherit from the decedent's probate estate? Read More»

Have you ever asked yourself this question: If I die without a will, who will inherit my assets? Well, it depends. A will only controls the distribution of probate assets. But what are your probate assets? Read More»

When people have heard through the grapevine about the perils of the probate process, they often ask me if they should just add their kids to their bank accounts in order to avoid probate. Read More»

Bonuses are characterized as a special type of income called "Supplemental Wages." Read More»

Although Trump and the Republicans in the House of Representatives generally agree on a number of significant tax reform issues, there are still a number of issues that need to be resolved. Read More»

Congress has passed, and the President has signed, a significant change to the law Federal Medicaid laws applicable to supplemental needs trusts, commonly called special needs trusts. Read More»

Almost everyone needs an estate plan, regardless of how much, or how little, property they own. Read More»