|
|
|
|
Estate planning for non-Phoenix area residents. Richard Keyt prepares estate plans for Arizona residents who reside anywhere in Arizona. We can design your plan over the phone & have a notary come to you to oversee the signing of your documents. Call 602-424-4159 for information.
Arizona Estate Planning Library Estate Planning ArticlesEstate Planning Articles
Hard Choices for Loving People, by Hank Dunn, a former hospital chaplain.
The American Bar Association has an excellent booklet called "Making Medical Decision for Someone Else: How to Guide." It is produced by the ABA's Commission on Law and Aging. If you make health care decisions for someone else—or might at some future point—this handbook is for you.
Keep the Money in the Family, CBS Moneywatch.com, September 3, 2009. Contemplating mortality isn’t a whole lot of fun, but it’s essential. Here’s what you need to know to protect your family and make sure your money goes where it’s supposed to after your death.
 | 8 Steps to Protect Your Family |
| 12 Tough Questions to Ask Your Parents |
| Death in the Family: 12 Things to Do Now |
| Will Essentials: What You Need |
Your Go-To Guide to Estate Planning, by Heidi Brown, Forbes.com, September 2, 2009
Make Time to Create an Advance Medical Directive, by Rachel Emma Silverman, Wall St. Journal, August 20, 2009
How to avoid the death tax: The smart use of gifts and trusts can help you pass on more of your money to your heirs, by Janet Morrissey, Fortune / CNN.Money.com, June 4, 2009
Divorce, remarriage can make estate planning especially challenging, by Tim Grant, Pittsburgh Post-Gazette, May 29, 2009
Using Quicken to prepare a trust: The good, the bad, and ugly! Florida estate planning attorney David Goldman.
In-N-Out burger chain to be inherited by the 27 year old granddaughter of the founders after the death of the Snyder's only two children. L.A. Times, May 7, 2009.
You, Not the IRS Should Benefit from an Inherited IRA
The Mess They Left, by Suzanne Barlyn, April 13, 2009, Wall St. Journal. Many people die with nothing in order. Here's some help sorting it all out.
A Time for Giving, by Nate Hardcastle, April 13, 2009, Wall St. Journal. Why now is a great opportunity to pass on some of your wealth.
The Right Steps, by Michaela Cavallaro, April 12, 2009, Wall St. Journal. When it comes to blended families, estate planning can be a special kind of hell.
At the End of Life, Denial Comes at a Price by Maggie Jones, April 3, 2009, New York Times,
Perfect Time for Estate Planning, by Clay Stevens, January 30, 2009, Financial Advisor Magazine.
With Stocks Unsure, Bonds In GRATs, by Arden Dale, January 29, 2009, Wall St. Journal. Low interest rates and slumping asset values have created an excellent environment for grantor-retained annuity trusts, or GRATs, which are commonly used to transfer wealth without paying gift tax.
Estate Planning: What You Need to Know, by Paul Sullivan, January 27, 2009, New York Times.
Obama Plans to Keep Estate Tax, by Jonathan Weisman, January 12, 2009, Wall St. Journal. Obama and congressional leaders plan to move soon to block the estate tax from disappearing in 2010.
Roth Is a Good Way to Hedge on Your Future Taxes, by Kelly Green, January 3, 2009, Wall St. Journal. Investing in a Roth 401(k) account is almost always a good way to hedge your bets against the potential for higher taxes in the future, according to several financial planners and accountants.
Video: Handing Over Your (Shrunken) Fortune, December 15, 2008, Wall St. Journal. Today's brutal market may be the opportunity of a lifetime for shifting assets to your heirs. With certain measures taken, both you and your heirs could profit from a recovery.
Ultra-Wealthy Donors Looking for More Advice, More Sophisticated Ways to Give, November 26, 2008, by Mike Spector and Shelly Banjo, Wall St. Journal.
How to Talk to Mom and Dad About Money, November 11, 2008, by Veronica Dagher, Wall St. Journal. Beginning conversations about money with your parents.
10 Must-Have Documents, April 23, 2008, The Motley Fool.
Leona Helmsley's Will by which she left $12 million to her dog Trouble. See "The Rich Bitch" for more about Leona and her money.
Phoenix Attorney Richard Keyt
Richard Keyt is an Arizona wealth preservation attorney who practices estate planning, including preparing Wills and Trusts. Rick is a Phoenix attorney licensed to practice law in Arizona. He has practiced law in Arizona since 1980. Rick can be reached by telephone at 602-906-4953, ext. 3, email at rickkeyt@keytlaw.com and fax at 602-297-6890.
Free Wills & Trust Class
Attend a free 1.5 hour mini-course called EP 101 to learn about Arizona wills, trusts and estate planning and why you need a comprehensive estate plan to protect your family. EP 101 graduates can save $500 off the cost of an estate plan. Classes limited to 12 people are held the 1st Tuesday of every month at 7 pm in the KEYTLaw offices in central Phoenix. See EP 101 and the flyer for more information.
Our EP Questionnaire
To hire Arizona estate planning attorney Richard Keyt to assist you in designing your estate plan and to prepare your estate plan documents, complete the appropriate online Estate Planning Questionnaire for a single person or a married couple and email, fax or mail it to Rick.
How to Make an Appointment
To make an appointment for an initial consultation to answer your questions and design your custom estate plan, call Rick at 602-906-4953, ext. 3 or Rick's secretary Milena at 602-906-4953, ext. 2.
DocuBank
When we prepare a trust, we purchase a five year membership for our clients in a fabulous service called DocuBank, which provides emergency access to your healthcare directives, 24/7/365, online and via phone or fax. We include DocuBank as part of our estate planning services to ensure that your living will, health care power of attorney and other medical directives will be available at the hospital when you need them, where you need them.
Be sure to carry your DocuBank Emergency Card in your wallet -- next to your driver’s license or health insurance card -- at all times. You should also periodically update your emergency contact and medical information stored with DocuBank. To do so, simply click here or on the DocuBank logo. For more information on this valuable service, visit www.DocuBank.com.
This page was last modified on December 12, 2009.
|
Subscribe to Richard Keyt's Free Email Newsletters |
Privacy Policy | Disclaimers | Terms of Use | Suggestions | Credit Card Security
Website Created by & Copyright © 2001-2009 Richard Keyt, All Rights Reserved