Planning for 2021

Planning for 2021

It will come as no surprise that there is an election in November, 2020. Depending on the outcome, there might be significant changes in estate, gift and generation-skipping taxes as soon as next year. Are there things that you need to consider in your planning for 2021? Yes, there are some. Mostly, though, the planning…

Our survey says....

Our Survey Says…

At the bottom of each of our newsletter and podcast entries online, we ask a survey question. The current one asks what happens if an Arizona resident dies without a will. We offer five options; we were surprised that less than 1/3 of our readers got the answer right. Our survey says … that there’s…