Our Blog

Estate and Gift Tax Update From the Tax Cuts and Jobs Act

Effective January 1, 2018, the Tax Cuts and Jobs Act (“TCJA”) made temporary changes to the Estate, Gift and Generation Skipping Transfer Taxes (collectively, “Transfer Taxes”) which could dramatically affect how our clients plan for the future and the outcomes of their estate plans. Exemptions and Planning.  Prior to enactment of the TCJA, the first

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How Do You Handle Digital Assets in your Estate Plan?

The onset of the Information/Digital Age has created new types of planning not anticipated by the typical mold of traditional estate planning. We have: first frequent flyer miles, credit card rewards accounts, e-mail and digital music, health insurance rewards accounts linked to GPS enabled fitness devices (i.e. Fitbit and Garmin), social media accounts (i.e. Facebook,

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Last Wishes – A Deathbed Checklist

Trust and estate advisors often receive the desperate call from a family member or close friend of a loved one who has just been diagnosed as terminally ill. The news is often sudden and unforeseen, leaving the family and loved one emotionally unprepared and disoriented. The advisor is informed that estate planning documents were drafted

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Legal Same-Sex Marriages Recognized Under Federal Tax Laws

In June, the United States Supreme Court in United States v. Windsor struck down the 1996 Defense of Marriage Act. In Windsor, the Court decided that same sex married couples would be entitled to all deductions available under the federal estate tax regime. Since same sex marriage is still only permitted in a handful of

Read More »

Mandatory Paid Sick Time Begins July 1, 2017

Most everyone is familiar with the fact that the voters of the State of Arizona passed a new minimum wage law in last fall’s election as part of Prop 206.  What most folks are not aware of is that as part of that proposition, all employers in the State of Arizona are obligated to provide

Read More »

Estate and Gift Tax Update From the Tax Cuts and Jobs Act

Effective January 1, 2018, the Tax Cuts and Jobs Act (“TCJA”) made temporary changes to the Estate, Gift and Generation Skipping Transfer Taxes (collectively, “Transfer Taxes”) which could dramatically affect how our clients plan for the future and the outcomes of their estate plans. Exemptions and Planning.  Prior to enactment of the TCJA, the first

Read More »

How Do You Handle Digital Assets in your Estate Plan?

The onset of the Information/Digital Age has created new types of planning not anticipated by the typical mold of traditional estate planning. We have: first frequent flyer miles, credit card rewards accounts, e-mail and digital music, health insurance rewards accounts linked to GPS enabled fitness devices (i.e. Fitbit and Garmin), social media accounts (i.e. Facebook,

Read More »

Last Wishes – A Deathbed Checklist

Trust and estate advisors often receive the desperate call from a family member or close friend of a loved one who has just been diagnosed as terminally ill. The news is often sudden and unforeseen, leaving the family and loved one emotionally unprepared and disoriented. The advisor is informed that estate planning documents were drafted

Read More »

Legal Same-Sex Marriages Recognized Under Federal Tax Laws

In June, the United States Supreme Court in United States v. Windsor struck down the 1996 Defense of Marriage Act. In Windsor, the Court decided that same sex married couples would be entitled to all deductions available under the federal estate tax regime. Since same sex marriage is still only permitted in a handful of

Read More »

Mandatory Paid Sick Time Begins July 1, 2017

Most everyone is familiar with the fact that the voters of the State of Arizona passed a new minimum wage law in last fall’s election as part of Prop 206.  What most folks are not aware of is that as part of that proposition, all employers in the State of Arizona are obligated to provide

Read More »