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An recent article in the New York Times discussed the ill-conceived notion that estate planning is for the ultra-rich who must worry about the estate tax threshold because their income exceeds $5.25 million for an individual or $10.5 million for […]

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If you are someone who is interested in charitable causes, there are reasons to be concerned about the recent budget proposal by President Obama. Many charitable organizations also are concerned because Obama’s 2014 proposed budget would cap the […]

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Estate planning is important for anyone in terms of providing asset protection, smooth transfer of assets to family members, minimizing costs for estate administration, tax avoidance and more. If you own a family business, estate planning can be […]

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Many people who have successfully acquired a sizeable estate during their lifetime seek comprehensive estate planning advice that will allow them to pass their assets to their family, friends or worthy causes while still providing the grantor a […]

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A last will and testament can be an effective component of many estate plans provided it is used properly and fits into your overall estate plan. When properly prepared, your will can ensure that your property and assets […]

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When developing an estate plan that is intended to provide ongoing income in your retirement years and succession planning, it is important to consider how tax consequences impact your estate plan. Many New Mexico Estate Planning Attorneys watched […]

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While it is not true for all people, many who live in New Mexico consider their family residence and retirement savings as their most valued assets. While we have previously discussed issues pertaining to creditor protection, asset management […]

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One of the most significant challenges when developing a New Mexico Estate Plan is ensuring that no critical assets are omitted when constructing a Trust or drafting a Will. There are many types of assets that people tend […]

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Charities: 1. One Fund Boston – www.onefundboston.org 2. The Boston Children’s Hospital www.childrenshospital.org To see more charities, click on the following links: 1. www.cnn.com/2013/04/16/us/iyw-boston-marathon/index.html?iid=EL 2. www.boston.com/news/source/2013/04/boston_marathon.html   To learn more about how to avoid possible scam charities, click […]

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Sometimes the most obvious answers are not always the most effective when individuals are considering estate planning alternatives in New Mexico. While many parties use joint tenancy with right of survivorship to transfer their family home to a […]