Entering a marital contract can help couples avoid the possibility of facing a financial dilemma in the future. When considering marriage, especially for those couples where one or both of the parties has acquired wealth, most people do not want to think about the Dword (divorce). It is important however,… Read More
Legal Considerations for Married or Unmarried Couples by Knollmiller & Arenofsky, LLP
How Do Living Trusts Avoid the Probate Process?
What Can a Living Trust Accomplish? It is not surprising that most people want to leave as much of their estates (assets, personal property, and real property) to their children and heirs as they possibly can when they die. Most people would also like to save their heirs the hassles… Read More
Who will get the grandfather clock after you die?
ention estate planning and most people think of making a plan for assets like bank accounts, stocks and property, like a house. What about your jewelry, china or even your military medals? What happens to those things when you die? If you don’t have a plan for who gets items like jewelry… Read More
A Matter of Trust
Can you trust the trustee? For those leaving property and other assets to heirs via a trust, one of the most important estate-planning decisions you will make is deciding who will run the trust after you are gone. Your chosen fiduciary will, among other things, be responsible for managing the assets the trust owns… Read More
When To “Wait And See” With A Disclaimer Trust
Summer has come to a close and Congress has yet to make a decision on the upcoming “fiscal cliff” which could have a dramatic impact on the estate tax landscape for high — but not “ultra high” — net worth families. With that cliff approaching, what should these moderately high… Read More
Avoid These Common Pre-Retirement Blunders
A single financial misstep right before retirement can mean the difference between peace of mind and constant money worries in later years. Misinterpreting a spouse’s retirement dreams, failing to plan for emergencies and spending too much are just a few of the mistakes folks approaching retirement may make. Below, financial… Read More
Common Estate Tax Issues in the State of Arizona Addressed by James G. Knollmiller
Seeking the assistance of a Certified Tax Specialist for estate planning, trusts, wills and other tax services can help you avoid common tax issues. The State Bar of Arizona Certified Tax Specialist and CPA, James G. Knollmiller is known around the Phoenix valley for his assistance in complex tax matters.… Read More
Farmers Should Plan for Uncertainty with Estate Tax
Arizona Estate Planning Firm, Knollmiller and Aerenofsky, LLP offers advice for farmers regarding increase of estate tax. In the July 9, 2012, edition of USA Today there is an article sounding the alarm for farmers with regard to the estate tax (see USA Today, Farmers, beware: Estate taxes could rise sharply in… Read More
Are Trusts Always The Best Option?
By Law Office of Bonnie Lawston Over the years there has been a lot of chatter about avoiding probate because it’s this horrible expensive “monster.” It’s not. Look at the people or the source that is claiming its horrible – its services and people who are trying to convince you to… Read More
James G. Knollmiller Certified Tax Specialist Serving Maricopa County
Mr. Knollmiller is qualified and experienced in providing unique and complex estate plans for individuals and families. Certified Tax Specialist, Mr. James G. Knollmiller, is trusted throughout the Phoenix Metro area for tailored Arizona estate planning services for the unique needs of each family. Mr. Knollmiller has been a partner with the… Read More