The Wealth Advisor - KEYTLaw's Monthly Newsletter

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The Wealth Advisor Newsletter

KEYTLaw's Estate Planning Newsletter

Recent Issues of The Wealth Advisor

Issue	Contents
September 2007	Understanding the Significance of Trusts - An overview and explanation of revocable and irrevocable trusts.
August 2007	Life Settlements - This month's issue of The Wealth Advisor addresses a life insurance topic that many are not aware of, life settlements. For the right person, a life settlement offers a significant advantage over the alternatives and it can pay off handsomely.
July 2007	Planning for Disability - No one likes to think about the possibility of their own disability or the disability of a loved one. The statistics are clear that we should all plan for at least a temporary disability. This issue of The Wealth Advisor examines the eye-opening statistics surrounding disability and some of the common disability planning options.
June 2007	The new Pension Protection Act of 2006 (signed into law last fall) creates significant planning opportunities for those who understand it. This newsletter focuses on two key provisions: (1) non-spousal rollovers from a qualified plan to an inherited IRA and (2) charitable contributions of IRAs during lifetime.

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Arizona Estate Planning Attorney

Richard Keyt prepares wills, living trusts, estate plans and other related estate documents for Arizona residents. Rick, a former partner in one of the largest law firms in Arizona, has practiced law in Arizona since 1980. Rick's email address is rickkeyt@keytlaw.com. His direct phone number is 602-906-4953, ext. 3. Rick's web site is KEYTLaw.com, located at www.keytlaw.com.

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This page was last modified on August 31, 2009.

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