It is so important to have a revocable living trust. We got a call last year from a middle-aged man whose parents had died and left him a nice inheritance. His parents had a trust […]
In Arizona, Seniors who are 65 years or older, and who meet the specific criteria below, can qualify for the Senior Property Valuation Protection Option, which is also referred to as the “Senior Freeze Program.” […]
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Here is a little story about an inherited ira. Uncle Ira hired us to do his estate planning. It turns out that he has a substantial amount of money in several Individual Retirement Accounts (IRAs). […]
