June 15, 2018

Protecting Our Protectors Program

As many of you are aware, we have had an extremely dry year thus far in Arizona and it has led to a severe drought throughout […]
April 23, 2018

Planning With Purpose

I love the Tim McGraw song, “In My Next 30 Years.” I have practiced estate planning for 34 years and love planning with purpose.  In my […]
March 5, 2018

How To Settle a Trust After Death of the Grantor

Trust Administration: What Now? One of the biggest myths of estate planning is the thought that an attorney is no longer needed if the decedent died […]
February 19, 2018
charitable trust

Income and Tax Planning Using Charitable Trust

Improve your Income and Tax Planning with Charitable Trusts CHARITABLE RETIREMENT ARRANGEMENT (“CRA”) As a practicing estate planning attorney for over 33 years, I have noticed a […]