Arizona Estate & Business Law Blog
Lisa M. Pane
Partner
As a former business owner, Lisa is well versed in challenges faced by small businesses and their owners. Her unique prospective benefits her business clients with agreements, employment advice, copyright violations and succession planning. She also assists families with estate planning not only guiding them through the estate planning process but also understanding why this is so vital to their families.
Revocable Living Trusts, Not a “One Size Fits All”
Is a Revocable Living Trust Right for You? Revocable Living Trusts have become the basic building block of estate plans for people of all ages, personal backgrounds, and financial situations. But for some, a Revocable Living Trust may not be necessary to achieve their...
New Opportunities Under Tax Cuts and Jobs Act
Congress just passed, and President Trump signed, the Tax Cuts and Jobs Act. Although continued study of the bill will undoubtedly reveal additional opportunities I can share with you and your family, I wanted to provide some of my immediate impressions. Significant...
Planning for the Future (Without a Crystal Ball)
Creating a will, trust, or any type of estate plan has always involved dealing with an uncertain future. Consider that just 20 years ago in 1997, the estate tax had an astonishing 55% rate with only a $600,000 exemption. Back then, tax-driven estate planning was a...
5 Reasons to Embrace the Emotional Side of Estate Planning
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to...
5 Things Every New Parent Needs to Know About Wills
As a new parent, you naturally want to ensure your new baby’s future in every way. For many new parents, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For others, the process of bringing new life into the world sparks...
Do I Need an Estate Plan?
When you hear the term “Estate Planning”, do you think: “I don’t need an estate plan because I don’t have very much,”“My wishes are simple, I can just jot down what I need,”“I know someone who said they used a Will template off the Internet and said it was great,”“Why...
The Impossible Choice – Selecting a Guardian for your Children
You put so much thought into caring for your children - finding the best doctors, the healthiest foods, and the schools that best suit their personalities. But if you are like many parents with young children, you have not thought about what would happen if you were...