Blog
Planning to Live Through the 2010 Estate Tax Repeal? You Can Still Save on Taxes
It is common knowledge that 2010 is a great year for heirs. If you didn’t know about the 2010 estate tax repeal, all the media coverage of George Steinbrenner’s recent death (and his heirs’ lucky tax break) probably alerted you. Everybody is saying that 2010 is a good...
Caregiver Compensation Agreements Benefit Elders AND Caregivers
Caring for an aging relative is hard work. Many of the people who serve as caregivers admit that they often feel as if they have two jobs—their day job, and the part-to-full-time job of caregiver. If you consider that in our fast-paced society time is money, then most...
A Step-By-Step Guide to Getting Started With Your Estate Planning
You’ve heard all the arguments in favor of estate planning, you know it’s the right thing to do, you want to get your planning done... you just aren’t sure how to get started. This is understandable; estate planning can feel like an overwhelming endeavor when you’re...
Guardian and Parent Rights
I have guardianship of my 5 year old grandson. He is getting ready to start school. The school says that the mother or the father has every right to pick him up from school without me knowing. What is my legal right to prevent this from happening? There are lots of...
Women and Finances: How Estate Planning Can Help
When it comes to family matters, women are often the head (and sometimes the sole member) of the planning committee. Vacations, dinner parties, school activities and celebrations... many of these wouldn’t happen at all if the women of the family didn’t take the lead....
Do Expected Changes to GRAT Legislation Affect YOUR Plans?
If you (or your financial planner) have been considering creating a Grantor Retained Annuity Trust (GRAT) to avoid gift taxes on financial gifts to family members you may want to read this article from Forbes before you take the final step. According to author Seth R....
Can I Sue Someone For An Amount Of An Insurance Settlement That They Have Not Received Yet In Washington State?
They insurance settlement in question was supposed to go towards the burial of my mom, but my adopted sister is unwilling to sign the papers releasing her interest on the insurance policy, of which I am the executor. I am sorry for your loss. I have to give you a...
The REAL Reason to Plan Your Estate
We write often on our blog about specific pieces of the estate planning whole: elder law, retirement planning, estate administration, etc... But sometimes it’s important to pull back and look at the big picture—to remind ourselves why we’re doing all this in the first...
Does Marriage Matter in Estate Planning?
How much does “marriage” matter when it comes to estate planning? The recent California court ruling on gay marriage has thrown marriage and its meaning once again into the limelight, and has many people thinking about what marriage means on a legal level. Anyone who...
Adding Son To Bank Accounts
My husband and I are considering adding our son (he is married) as joint owner to our banking accounts in the event we should become ill or die. Would him being on our accounts be considered his and his wife's personal property? If they would divorce would she be...
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