Estate Planning

Understanding the Significance of Trusts

Posted on: August 22nd, 2011
When used properly, trusts can provide significant advantages to clients and to the advisors who recommend them. Given the numerous types of trusts, this newsletter explores the general advantages of trusts as well as some of the most common types of trusts....

Passing Your Tangible Personal Property

Posted on: August 13th, 2010
At your death you will undoubtedly own a certain amount of personal property. Your tangible personal property includes: photos, jewelry, artwork, collectibles, furniture and motor vehicles. While some of these items will be of negligible value, others may be of significant value, and still others will be of great sentimental value to your loved ones. In order to keep family harmony, it may be advantageous to leave this property specifically to named individuals or entities....

Free Storage of Your Healthcare Directives Online

Posted on: June 23rd, 2010
In 2004, Arizona became the first state to provide its residents with free online storage of healthcare directives. Registrants need only carry a wallet card that contains their user name and password and their directives can be accessed online without the need for carrying those documents with them. Over 20,000 residents have already signed up to take advantage of this service....
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