Estate Planning
-
Powers of Attorney – Planning for Life Is as Important as Planning for Death
Powers of Attorney – Planning for Life Is as Important as Planning for Death
Many people think that estate planning is just about what happens when someone dies. However, an equally-important part of estate planning is ensuring that you are cared for while you are still alive. If you become incapacitated, even for a short period of time, who will pay your bills or decide where you should live? Who will determine what doctors will care for you, or what treatments and medicines you will … Read More
Categories: Estate Planning, Blog
-
Jaburg Wilk partner presenting at ACTEC Webinar
Jaburg Wilk partner presenting at ACTEC Webinar
Lauren L. Garner is a featured speaker at the American College of Trust and Estate Counsel Seminar: Protecting Your Client’s Estate Plan: A Personality-Driven Approach to Avoiding or Settling Will and Trust Contests
What: This webinar will include discussion of the four stages to the personality driven approach, the types of participants, how mediators and attorneys can tailor their interactions with such … Read More
Categories: Estate Planning, Seminars
-
The Dangers of Joint Bank Accounts
The Dangers of Joint Bank Accounts
Adding an adult child as a joint owner of a parent’s bank account seems like a simple and straightforward solution that allows the child to help care for mom or dad without the expense or hassle of preparing powers of attorney or other legal documents. Naming a child as a joint owner also allows the account to avoid probate at the death of the parent. However, there are many dangers that account owners, and … Read More
Categories: Estate Planning, Blog
-
Lessons Learned from COVID-19 – an Estate Planner’s Perspective
Lessons Learned from COVID-19 – an Estate Planner’s Perspective
One of the best things about working with someone or a couple on their estate plan is that a primary goal is usually to take care of their children, grandchildren, and other loved ones. I enjoy getting to know the families, hearing their stories, and helping them make sure future generations will be protected and cared for.
Because their focus is on others, many clients do not think about making sure they are … Read More
Categories: Estate Planning, Article
-
Jaburg Wilk Shareholder Presenting at MCBA Estate Planning Seminar
Jaburg Wilk Shareholder Presenting at MCBA Estate Planning Seminar
Lisa M. Paine is a featured speaker at the Maricopa County Bar Association Seminar: EPPT Fundamentals II: Basic Estate Planning
What: This on-line seminar will include an overview of estate planning including wills, trusts, living wills and powers of attorneys. It covers Arizona law, community property, trust funding and family considerations.
Where: Live virtual event or available on-demand
When: … Read More
Categories: Estate Planning, Seminars
-
Jaburg Wilk Shareholder Presented at Strafford Publications National Webinar
Jaburg Wilk Shareholder Presented at Strafford Publications National Webinar
Beth S. Cohn was a featured speaker at Strafford Publications national webinar – Family Limited Partnerships in Estate Planning
What: This webinar offered estate planners a practical guide to utilizing family limited partnerships under current tax law. The panelists discussed income tax and asset protections.
Where: Live virtual event or available on-demand
When: January 19th, 2021 … Read More
Categories: Estate Planning, Seminars
-
Jaburg Wilk Partner to Present in Joint Vs. Individual Trusts in Separate and Community Property States Webinar
Jaburg Wilk Partner to Present in Joint Vs. Individual Trusts in Separate and Community Property States Webinar
Beth S. Cohn is a featured speaker at upcoming webinar - Joint Vs. Individual Trusts in Separate and Community Property States
What: This webinar will provide trusts and estates counsel guidance for recognizing and overcoming critical tax issues when determining whether joint or individual trusts are most ideal in both separate and community property states. The panel will also discuss coordination of joint … Read More
Categories: Estate Planning, Seminars
-
Jaburg Wilk Partner to Present at Estate Planning Webinar
Jaburg Wilk Partner to Present at Estate Planning Webinar
Beth S. Cohn is a featured speaker at upcoming webinar - Partnership Tax Issues in Estate Planning: Key Challenges and Guidance for Trusts and Estates Counsel
What: This webinar will provide trusts and estates counsel guidance for recognizing and overcoming critical tax issues of partnerships in estate planning. The speakers will discuss the fundamentals of partnership income tax rules for estate planners, … Read More
Categories: Estate Planning, Seminars
-
Jaburg Wilk Partners to Present at Planned Giving Webinar
Jaburg Wilk Partners to Present at Planned Giving Webinar
Lisa Paine and Stephanie Fierro are featured speakers at an upcoming webinar “Your Gift Matters – Planned Giving”
What: Estate planning attorneys, Paine and Fierro, will discuss popular gifting strategies to benefit charities. They will also discuss charitable remainder trusts, donor-advised funds, and other types of asset gifts.
Where: The webinar will be available after the event by … Read More
Categories: Estate Planning, Seminars
-
Your Guide to Essential Estate Planning Documents
Your Guide to Essential Estate Planning Documents
If you’re like most people, there is a laundry list of things you’d rather do than think about your estate plan. While it can be a challenging area to discuss, your estate plan is essential to ensure you and your family are protected and cared for, and that your assets are distributed as you wish at your death. While estate planning is not one-size-fits-all, it will be helpful to familiarize yourself … Read More
Categories: Estate Planning, Article