Past Newsletters

/Past Newsletters

Choice of Entity – Types and Uses of Legal Entities

Choice of Entity The Tax Cuts and Jobs Act signed in December of 2017 reduced the income tax rate on corporations and pass through entities.  The Act, coupled with an increase in business activity in Arizona, has created a lot of questions about the appropriate choice of entity, i.e., what is the best type of [...]

By | 2018-10-23T14:01:36+00:00 October 22nd, 2018|Real Estate, Past Newsletters, Entity Formation, Business Services, Protecting Family Wealth|Comments Off on Choice of Entity – Types and Uses of Legal Entities

Legal Implications of Community Property in Arizona

Legal Implications of Community Property While love may be in the air in the spring, October is the most popular month to get married.  With the excitement of the engagement and all the planning for the wedding, travel and gifts, few couples spend the time to reflect on how their financial rights and obligations will [...]

By | 2018-10-23T13:59:39+00:00 October 20th, 2018|Past Newsletters, Estate Planning, Protecting Family Wealth|Comments Off on Legal Implications of Community Property in Arizona

July 2018 Estate Plan Update

Estate Planning Update July, 2018 2018 Annual Gift Tax Exemption: increased to $15,000 (from $14,000) per donor, per donee. 2018 Gift and Estate Tax Exemption: $11,180,000 per donor through 2025, see below. Marital Deduction for Transfers to U.S. Spouse: unlimited. 2018 Generation Skipping Tax Exemption: $11,180,000 per donor through 2025, see below. Top rate for [...]

By | 2018-08-11T16:23:59+00:00 July 15th, 2018|Annual Estate Plan Updates, Past Newsletters|Comments Off on July 2018 Estate Plan Update

Types of Insurance Coverage

Types of Insurance There are may different types of insurance coverage  Life insurance is usually your primary defense and has the two-pronged effect of protecting your family’s assets from being depleted or lost and providing liquidity. This post lists the various types of insurance for you to consider and briefly introduces some of their [...]

By | 2018-08-11T16:25:52+00:00 April 25th, 2018|Past Newsletters, Estate Planning, Protecting Family Wealth|Comments Off on Types of Insurance Coverage

Legal Structure

 Legal Structure The proper titling of assets combined with entities and irrevocable trusts can significantly enhance the protection of your assets and your family’s wealth.  This does not mean that everyone needs a complex pre-packaged structure of entities and trusts.  In fact, we spend a significant amount of time unwinding these complex structures because [...]

By | 2018-08-11T16:26:35+00:00 April 15th, 2018|Past Newsletters, Estate Planning, Protecting Family Wealth|Comments Off on Legal Structure

Pearl’s Estate Planning Tips

Meet Pearl.  Pearl joined the office last fall and has quickly changed the culture.  In addition to having a keen eye for fashion, she entertains us with her simple outlook and excitabilty.  What gets her excited?  Here are few estate planning tips that get her really going: Sign your documents.  Every day Pearl watches clients [...]

By | 2018-08-20T14:55:07+00:00 January 15th, 2018|Past Newsletters, Probate and Trust Administration, Estate Planning|Comments Off on Pearl’s Estate Planning Tips

January 2018 Estate Plan Update

Estate Plan Update January, 2018 2018 Annual Gift Tax Exemption: increased to $15,000 (from $14,000) per donor, per donee. 2018 Gift and Estate Tax Exemption: $11,200,000 per donor for next 8 years, see below. Marital Deduction for Transfers to U.S. Spouse: unlimited. 2018 Generation Skipping Tax Exemption: $11,200,000 per donor, see below. Top rate for [...]

By | 2018-08-11T16:28:14+00:00 January 15th, 2018|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax|Comments Off on January 2018 Estate Plan Update

Quinn Celebrates 25 Years of Practicing Law

For Quinn the practice of law started as a job, turned into a career and is evolving into a lifetime journey. He is grateful for the support of clients, attorneys and staff who have assisted him every step of the way and humbled by their kind words as he passes the quarter century mark. Practicing [...]

By | 2018-08-20T14:32:52+00:00 October 30th, 2017|Past Newsletters|Comments Off on Quinn Celebrates 25 Years of Practicing Law

July 2017 Operating Agreements for LLCs

LLC News.  Limited liability companies or LLCs have become the entity of choice over the last 20 years and can be used for a variety of purposes from a single member real estate holding company to a multimember operating business and everything in between.  The lack of annual filing requirements, flexible taxation and ease to [...]

By | 2018-08-11T16:45:12+00:00 July 15th, 2017|Past Newsletters, Entity Formation, Business Services|Comments Off on July 2017 Operating Agreements for LLCs