Commentary on timely and fundamental estate planning, business, real estate and tax law-related issues by a board certified specialist in taxation.

Owner: swcook

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Latest Blog Posts for Planning Notes

  • Asset Protection & LLCs
    on Jan 28, 2011
    Asset protection is the process of arranging one’s assets to preserve maximum value for the owner and family, etc. in the event of creditor problems. It is not a single device that can be simply employed or elected. Instead, it involves the coordin...
  • Arizona Probate Basics
    on Jan 21, 2011
    This post is part of our continuing series addressing basic areas of the law. Probate is the process through which a will is validated by the Arizona Superior Court and the personal representative is appointed, gathers the assets of the decedent, pay...
  • Arizona's Estate Tax, or Lack Thereof
    on Jan 14, 2011
    Although it's fairly well-known that the federal estate tax was repealed for 2010 but returned in 2011, what is the status of Arizona's estate tax? As of January 2011, Arizona does not collect an estate tax. Prior to 2005, Arizona imposed an estate t...
  • Estate Tax Reform - Do I Still Need All of These Trusts?
    on Jan 5, 2011
    Over the last several decades it has become routine practice to provide in a married couple’s estate plan for the division of the estate of the first spouse to die into two portions which are then to be held in two separate trusts. One portion is t...
  • Arizona Community Property Basics
    on Dec 28, 2010
    This post is part of our continuing series addresseing Community property is a presumption that all property acquired during marriage, except by gift or inheritance, is owned equally by each spouse. Arizona is one of 9 states that make this community...
  • Tax Relief Act of 2010
    on Dec 17, 2010
    Late yesterday evening the U.S. House of Representatives approved the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 1010, and President Obama is expected to sign it today. The following is a brief summary of the key tax...
  • The Return of The Estate Tax May Benefit 2010 Estates
    on Dec 16, 2010
    An important aspect of the the tax legislation that overwhelming passed the Senate (81-19), but has yet to pass the House of Representatives (HR 4853), is the retroactive reinstatement of the estate tax for the estates of decedents dying in 2010. Und...
  • Obama-Bush Tax Cuts
    on Dec 8, 2010
    President Obama announced a proposed bipartisan tax deal to extend the Bush-era individual income tax cuts for all taxpayers in 2011 & 2012 and extend federal unemployment benefits for 13 more months until the end of 2011. According to the Wall Stree...
  • Estate Planning Basics
    on Dec 2, 2010
    This post is the first in a series addressing fundamental legal issues. Many people believe that estate planning is only for those who have significant wealth, however, estate plans can benefit everybody because they enable people to specify how the...
  • Year-End Tax Planning in 2010
    on Nov 29, 2010
    The Wall Street Journal has a good summary of some year-end tax planning issues and strategies given the uncertainties about federal tax liabilities in 2011. Two of the points are of particular interest: capital gains/losses and 401(k) conversions.
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