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We assist families to: |
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1) Minimize exposure to
income and estate taxes, 2) Protect their property from the
devastating costs of a serious illness or disability, 3) Clearly
express choices that will be enforceable regarding spouses, children and
other loved ones regarding finances, healthcare and end-of-life
issues when you or your loved ones are no longer able to make these
choices. This is accomplished by educating and advising our families so
that they can execute documents and undertake transactions that will
implement the plans and strategies that we agree are in the families
best interest. |
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| Click Here to Learn More About Us | Articles Published and Papers Presented |
| Valuable Information for Your Practice | |
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HIPAA -- Its impact on powers of attorney, medical releases, subpoenas and court orders |
Arizona's beneficiary deeds, aka transfer-on-death deeds
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Retirement Plans -- the
New Minimum Distributions Regulations |
Common Issues in Dealing
With Title Companies |
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College
education tax-free savings plans -- 529 plans |
Guardianships Common Mistakes - Guardianship & Conservatorship Proceedings |
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Divorce --
Tax Traps To Watch Out For |
Family Limited
Partnership
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A Primer On
Special Needs Trusts |
Nursing Home and ALTCS Issues |
| Living Will Information |
Legal Issues Facing the
Terminally Ill
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Professional's Corner Solutions To Problems With Law Office Management for Elder Law Firms |
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