by kkpatton | Jan 26, 2019 | Estate Planning, Living Trust
At our recent Legacy Night event, we talked with clients about ways to pass on more than their money. I am a firm believer that estate planning is about more than passing wealth to the next generation. It is also a time to pass on your wisdom – those intangible...
by kkpatton | Nov 5, 2018 | Business Planning, Estate Planning, Living Trust, Pet Trusts
In the past, estate tax was often the tail that wagged the estate planning dog. In today’s world, the estate tax exemption has grown exponentially, and affects a relatively small number of people. In Arizona, we do not have an Arizona estate tax, so for the vast...
