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Soto Law Firm
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Not everyone is ready to receive an inheritance. Some are too young, others are elderly and vulnerable, while still others can’t manage large sums of money. That’s what trusts and good estate plans are for. Continue reading
Posted Aug 29, 2019 at Tempe Arizona Estate Planning
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Where many succession plans go off the rails, is when they focus solely on the economics of the business. That may work fine for a corporation, but for a family business, the dynamics and relationships of the family members must be taken into consideration, when planning for succession. Continue reading
Posted Aug 26, 2019 at Tempe Arizona Estate Planning
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There’s really no reason not to have an estate plan, and no reason not to keep it up to date. However, if you are responsible for a family and a home, it becomes even more important to do. Continue reading
Posted Aug 15, 2019 at Tempe Arizona Estate Planning
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Lee Radziwill, sister to Jacqueline Bouvier Kennedy Onassis, was a member of the international jet set known for her fashion, style and social life. However, her estate also reflected her life and pedigree. Continue reading
Posted Aug 12, 2019 at Tempe Arizona Estate Planning
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Getting married without a prenup was okay when he was just a hedge fund guy. However, there are some steps that Jeff Bezos could have taken as his wealth grew, to protect himself and his company. Continue reading
Posted Aug 7, 2019 at Tempe Arizona Estate Planning
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The early stages of Alzheimer’s can be difficult to negotiate for family members. What happens when a parent with a diagnosis of Alzheimer’s decides she wants to sell the family home, without having any discussion with other family members or without a plan for what comes next? Continue reading
Posted Jul 25, 2019 at Tempe Arizona Estate Planning
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The loss of a spouse is one of the most stressful events of anyone’s life. It’s a time of great vulnerability, yet there are so many decisions to make and things to do. How do you proceed? Continue reading
Posted Jul 22, 2019 at Tempe Arizona Estate Planning
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Leaving the home to the family is a lovely gesture that can establish a long-time legacy. Generations who share memories of a home are not that common today, making this a special act. Continue reading
Posted Jun 24, 2019 at Tempe Arizona Estate Planning
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Many older workers focus on saving for retirement, paying off debt and looking forward to a slower pace. They don’t focus on wills and estate plans. That’s a big money mistake. Continue reading
Posted Jun 19, 2019 at Tempe Arizona Estate Planning
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If your estate plan is more than three or four years old, it’s out of date, and that could cost your heirs plenty. Is that worse than not having an estate plan at all? Continue reading
Posted Jun 6, 2019 at Tempe Arizona Estate Planning
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Single people with no children sometimes feel like they might live forever. We know that’s not true, but children do seem to serve as markers of the passage of time. The protections offered by an estate plan for singles while they are living, is especially important. Continue reading
Posted Jun 3, 2019 at Tempe Arizona Estate Planning
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One of the many problems presented by online wills, is that you won’t know if they will be deemed valid by the court until you are gone, leaving your loved ones to grapple with the results. Continue reading
Posted May 27, 2019 at Tempe Arizona Estate Planning
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There are many nuances in wills that only experienced estate planning attorneys know about. That’s just one reason, why it’s best to have a will prepared by a professional. Continue reading
Posted May 23, 2019 at Tempe Arizona Estate Planning
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When a breadwinner dies prematurely, the family loses financial stability. A well-thought out risk management plan can protect the family and cover major expenses, like mortgage payments or college costs. Continue reading
Posted May 20, 2019 at Tempe Arizona Estate Planning
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You’ll need a brave soul with a backbone to make the hard, sometimes unpopular decisions on your behalf, if you become incapacitated. Continue reading
Posted May 17, 2019 at Tempe Arizona Estate Planning
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The question is simple. The answer is not. This is an area where you’ll need to rely on a very experienced professional, since the rules for using a trust as an IRA beneficiary are extremely complex. Continue reading
Posted May 13, 2019 at Tempe Arizona Estate Planning
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With or without children, divorce is a complicated transaction, with many moving parts. Things happen during a divorce, which can sometimes take years to complete. One part that is often overlooked is the estate plan, which should be updated as early in the process, as possible. Continue reading
Posted May 9, 2019 at Tempe Arizona Estate Planning
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If you are asked to serve as someone’s power of attorney, you’ll need to understand what they are asking you to undertake. If you are asking someone to be your power of attorney, you should know what it is you are asking them to do. Don’t be surprised if someone is reluctant; it’s a big responsibility. Continue reading
Posted May 6, 2019 at Tempe Arizona Estate Planning
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There are people who still think that trusts and estate planning are only needed by wealthy families to protect their millions and billions. However, that’s not true. Estate planning, wills and trusts are for every family who wants to protect their assets. Continue reading
Posted May 2, 2019 at Tempe Arizona Estate Planning
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There are some people who simply can’t be persuaded that an estate plan could help their family. If the stubborn person is legally competent, there’s not a lot that can be done. Continue reading
Posted Apr 29, 2019 at Tempe Arizona Estate Planning
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Getting married for the second, or third, time, is a little more complicated than first-time marriages. There are usually children to consider, and assets, like a home and retirement savings. Continue reading
Posted Apr 25, 2019 at Tempe Arizona Estate Planning
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Your net worth has very little to do with why you need a will. Everyone needs a will and an estate plan. The will does more than give you a chance to distribute your property as you see fit. Having a will protects your family and sends a clear message that you cared enough to plan ahead. Continue reading
Posted Apr 22, 2019 at Tempe Arizona Estate Planning
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Some families don’t talk about money, while others don’t talk about death. Smart families talk about both, because they recognize that there is a business component of their lives that needs to be addressed. Continue reading
Posted Apr 18, 2019 at Tempe Arizona Estate Planning
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Want another way to show your family how much they mean to you? Make sure you have these three critical documents in place, and let them know where they are. Continue reading
Posted Apr 16, 2019 at Tempe Arizona Estate Planning
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It is better to have a plan in place for the unimaginable, than to leave a family without guidance and protection. Continue reading
Posted Apr 15, 2019 at Tempe Arizona Estate Planning