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Estate
Planning Library
The
Wealth Advisor NewsletterThe 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. |
How to Subscribe to Our Free Estate Planning Newsletters
To subscribe to our free Arizona estate planning newsletter, click on the "Subscribe to Free Email Newsletters" at the bottom of this page.
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. Rick's web site is KEYTLaw.com, located at www.keytlaw.com.
To hire 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 mail it to Rick.
This page was last modified on June 03, 2008.
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