Blog
Charitable Remainder Trusts: Philanthropy in Death Can Benefit You in Life
If you have a favorite cause or charity you have probably considered leaving some money to that charity in your will. Perhaps you’ve even taken it a step further and toyed with the idea of specifying that the executor of your will set up a trust in the name of your...
Help for Alzheimer’s Patients AND Their Caregivers
Shakespeare said that old age is a return to childhood; without teeth, without voice... and in the case of Alzheimer’s patients, without memories. But if the elderly have to endure the drawbacks of childhood, shouldn’t they get some of the benefits too? The Family...
Those Who Hesitate Can Still Achieve the Liberation of Retirement
In spite of all the advice you see out there to start saving early for your eventual retirement, we’re realistic. We know that many people—either out of choice, neglect or necessity—put off saving for their retirement, only to find themselves up against a wall of...
State Of Washington Takes Action Against Retailers of DIY Legal Documents
There has been lot of hullabaloo in the news recently about Do-It-Yourself Wills and Estate Planning, most notably a debate on Forbes.com with articles presenting The Case For Do-It-Yourself Wills and The Case Against Do-It-Yourself Wills. Well, the state of...
How to Prepare for Dismaying Changes to Estate Tax Law
This may seem like we’re listening to a broken record, but once again Congress’ inability to act is creating uncertainty in the estate-tax-planning world. We’re little over 3 months away from a major upheaval in the estate tax, and according to the New York Times the...
Women and Retirement: Your Money, Your Future, Your Plan
You have a longer life expectancy than a man, different ideas about what constitutes risk, often work for a different pay-scale... and if you’re a woman, you likely need a different kind of retirement plan as well. You may think that the financial advisor recommended...
Planning for the Future is Essential for Special Needs Families
If you have a special needs child, parent, or sibling then you know that planning for the future can be overwhelming under the best of circumstances; which is why so many parents and caretakers tend to live for today, while planning for tomorrow is always put off...
How to Help Your Elderly Parents When You Live Far Away
We've written often on this blog about the concerns that caregiver children have for their elderly parents, but that’s only one side of the story. Many families also have an adult child living far from home, and though the concerns of the long-distance child may be...
You’re Never Too Young to Need a Financial Planner
Most people don’t think about visiting a financial planner until they’re old enough to have some money to manage, but if your child is a recent college graduate, or in his or her final year, you may want to consider a joint trip to your financial planner. A recent...
Protecting (First Marriage) Child’s Inheritance In Second Marriage Estate Plan
Husband has no children; Wife has prior marriage child. Husband/Wife estate 50/50 investments/real estate and exceeds estate exemptions. Husband wants control of estate, all assets available for his lifetime needs, to minimize his taxes, is against any gifting while...
Questions?
Call
(480) 296-2036
info@ilmlaw.net
Hours
Mon – Fri: 9am – 4pm
Location
9777 N. 91st St
Suite C-103
Scottsdale, AZ 85258
Mailing Address
8776 E Shea Blvd
Suite 106 PMB 607
Scottsdale, AZ 85260