Choice of Entity
Child Free Estate Planning
Child Free Estate Planning Made Simple Mary has done well, and is living well. She has no children, and wonders about what kind of estate plan she might need. Because she has no children, she knows that if she does nothing, her estate will largely go to the IRS and the state where she lives.…
Read MoreLottery Winner Now What
I Won The Lottery, Now What? We have represented many lottery winners over the years. If you are a lottery winner, “Now what?” is the question on your mind. We approach this question with our clients not just from a legal or financial perspective, but from from the view of its wholistic impact on both…
Read MoreCharitable LLC Scam vs. Reality
The “Charitable LLC” It’s no surprise that people hate paying taxes. Sometimes they hate it so much, that they will do anything to avoid paying them, including things they shouldn’t. One such strategy that we recommend you stay away from is the so-called “Charitable LLC”. What is promoted as a “Charitable LLC” may be structured…
Read MoreWhat Is a Miller Trust?
What is a Miller Trust? A Miller Trust is an estate planning tool some people use when they don’t meet the criteria for Medicaid (ALTCS in AZ). It is used when their income exceeds the ALTCS income requirements, but don’t make enough to cover their medical needs. With a Miller Trust, a person assigns their…
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