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Estate Planning

Estate Planning March 5, 2014

ARE BUSINESS PEOPLE BETTER AT PLANNING THEIR ESTATES THAN CELEBRITIES

In short, yes. We read regularly of “disasters” in the estate plans of celebrities.  Think Michael Jackson, James Gandolfini, and Philip Seymour Hoffman, to name a few.  In each of those situations, we have seen headlines and indeed, copies of the wills, in which intimate details are included, such as distributions made to close friends, […]

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WHEN DO I NEED A FAMILY LIMITED PARTNERSHIP?

Family Limited Partnerships What is a Family Limited Partnership? It is a simply a limited partnership that is set up under the law to protect assets and pass them to the next generation. Generally it is part of an estate plan. When I refer to a Family Limited Partnership (FLP), it could also be a […]

Estate Planning December 20, 2013

THE ULTIMATE GIFT

  Watch Clint W. Smith as he is interviewed on AZTV about the Ultimate Gift you can give your family.

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Asset Protection Estate Planning December 10, 2013

MESA – GILBERT AZ ESTATE PLANNING ATTORNEY ANSWERS THE QUESTION: “CAN AN ESTATE BE TOO SMALL FOR PROTECTION?”

Many people think “My estate is too small to get any protection from estate planning.” Let me correct that. I have lots of people that come to my office and they say “Well, I don’t think I really need an estate plan because I don’t have a huge estate. I don’t have a lot of […]

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Estate Planning November 19, 2013

WHAT IF YOU ARE APPOINTED THE SUCCESSOR TRUSTEE?

If You Are the Successor Trustee You are appointed the trustee for your parent’s estate, they have both passed way, now what? This is a common situation. The whole idea of having a trust is that it already owns the property, it already owns bank accounts, and sometimes is the beneficiary of life insurance policies. […]

Capacity

HOW DOES YOUR MENTAL CAPACITY AFFECT YOUR ESTATE PLAN?

  What exactly is capacity and how does it impact an estate plan? There is a case going on in the courts in New Hampshire where a 94-year-old women had an estate worth 1.8 million  dollars. She left most of that estate to a police officer from the little town that she lived in. There […]

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AZTV INTERVIEWS CLINT W. SMITH, J.D. ON ESTATE PLANNING

October 23, 2013 AZTV Interviews Clint W. Smith, J.D. about Capacity. It’s National Alzheimer’s month in November. When is it too late to make or change your will or living trust? Find out in this interview. —————– In July, 2013, there was a lot of talk about the estate of James Gandolfini after he passed […]

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ESTATE PLANNING – NEW BOOK CAN BRING PEACE OF MIND

Most people spend more time planning their family vacation than they do planning their demise. I know that’s not a happy thing to think about, but the fact is, you need to plan for it. People who die without an estate plan wreak lots of havoc in the lives of their loved ones. Too often […]

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GANDOLFINI ESTATE: MISTAKE OR CHOICE?

James Gandolfini has made at least as many headlines lately, after his passing, as he did as the star of “The Sopranos.” But it’s not the kind of publicity most people care to have. These stories make public what should and could have been highly private, personal choices. It didn’t have to be this way. […]

LIVING TRUST IS LIKE A BOX

  I want, in this brief segment, to allay any concerns that you might have about the imposing name: Revocable Living Trust. A revocable living trust is not a complicated thing. It’s a very helpful estate planning tool and it’s the basis, the centerpiece, of what most of what I do as an estate planning […]