by Brian Douglas | Jan 24, 2018 | Estate Planning
On Friday, December 22, 2017, President Donald Trump signed the massive tax bill new tax bill that is being touted as the most extensive overhaul of the federal tax system since 1986. Under this new bill, there are some significant changes for both individuals and...
by Brian Douglas | Jan 22, 2018 | Estate Planning
You know how important estate planning is for your loved ones. You want to make sure that they are provided for and that the process of disbursing your estate is simple, quick, and free from surprises. However, you may be overlooking one essential part of your estate:...
by Brian Douglas | Jan 17, 2018 | Estate Planning
Your Blended Family is Unique A blended family is one with children from more than one partnership. For many families, this looks like a second marriage in which one or both partners have children from a previous relationship. In some, the second marriage also results...
by Brian Douglas | Jan 15, 2018 | Estate Planning, Real Estate
Utilizing a trust for an estate plan has its benefits, many of them financial and legal. However, without property in the trust, the document is simply just a document and nothing more. Creating the trust is only the first step along the way. It is equally as...
by Brian Douglas | Jan 8, 2018 | Estate Planning
If you would like to work with us after getting to know the firm through our email newsletter or one of our free workshops, the next step is scheduling your EPIC Protection Planning Session. During the Session, we guide you through the probate process so you know...
by Brian Douglas | Jan 1, 2018 | Estate Planning
On December 13th, eighteen-year-old Alec Sutton was taken to Banner Desert Medical Center in Mesa, Arizona after suffering a brain injury in a tragic car accident. Friends and family were praying for a miracle and trying to get a second opinion when doctors refused...
by Brian Douglas | Jan 1, 2018 | Estate Planning
Probate is often referred to in a negative manner as many people want to avoid probate as much as possible. However, a general lack of understanding for what probate entails is behind this negative connotation that probate receives. What Is Probate? Probate is...
by Brian Douglas | Dec 27, 2017 | Estate Planning
As you begin thinking about estate planning, it is important to consider how you will choose to distribute assets that aren’t often thought of as part of your estate. Your IRA may be a bit “out of sight, out of mind,” especially if it was initiated by your employer....
