Should I Use A Beneficiary Deed?
Arizona was the first state to recognize beneficiary deeds as a method of transferring property at death. At the time this article is written, Arizona has been joined by 16 other jurisdictions and the...
View ArticleEnd of the Year Notes – Gifting
Much has been written about strategies for taking advantage of the historically unprecedented $5,120,000 exclusion from gift taxes that is available for gifts during 2012. Time is running out on the...
View ArticleExpiring Tax Cuts and New Taxes
As of January 1, 2013, the Bush era tax cuts will expire and whether we go over the fiscal cliff or not, there are issues of concern to all investors, including retirees. The 15% tax rate on dividends...
View ArticleNew Perils of Arizona Beneficiary Deeds
I first wrote about using an Arizona beneficiary deed to avoid probate on November 13, 2012. A recent decision of the Ninth Circuit Bankruptcy Appellate Panel reveals a major shortcoming that should...
View ArticleInherited IRAs May be Fair Game for Creditors
In Clark v. Rameker, the United States Supreme Court recently (June 2014) decided that inherited IRAs were not entitled to bankruptcy protection under the federal bankruptcy code. Although inherited...
View ArticlePresident Obama’s So Called Trust Fund Tax Proposal
I usually refrain from commenting about proposals making changes to the tax code that, in my opinion, have no chance of passing in the current Congress. But I am making an exception in this case...
View ArticleIRS Issues Fact Sheets Describing How to Avoid Identity Theft
With the recent news that TurboTax will no longer allow electronic filing of state tax returns because of the high incidence of fraud stemming from identity fraud, you may find the 2 fact sheets...
View ArticleWhy Would A Person Choose To Establish Irrevocable Trust?
Once an irrevocable trust has been finalized it cannot be terminated, whether that occurs upon the grantor’s death or during their life. Set up with the help of a trust and probate attorney, trust...
View ArticleWhat are the biggest estate planning myths?
The post What are the biggest estate planning myths? first appeared on Dyer Bregman Ferris Wong & Carter, PLLC.
View ArticleDyer Bregman & Ferris, PLLC and Wong & Carter, PC Merger
Published 11/04/2022 Dyer Bregman & Ferris, PLLC and Wong & Carter, PC are pleased to announce the merger of their law firms. As Dyer Bregman Ferris Wong & Carter, PLLC (DBFW&C), the...
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