The Law Offices of Kelly J. McDonald, PLLC - Probate, Elder Law, & Special Needs

Phoenix Estate Planning And Probate Law Blog

Non-tax reasons for prudent tax planning

As the federal income tax filing deadline draws near (it is April 17 this year, by the way), it is natural for people to maximize tax savings strategies in anticipation of saving money that they may owe to Uncle Sam. Some strategies revolve around estate planning, as conscientious tax payers look to add more to their trusts, make charitable donations and maximize the gifts that they may give for the particular year.

Indeed, tax planning has its place within the estate planning realm, but there are other important non-tax reasons for having such a plan. This post will explore those reasons.

How can you ensure that your health care wishes are followed?

If an unexpected accident or illness leads to incapacitation, it is important that your health care wishes are known to ensure that your care is carried out as desired. We all hope to be mentally and physically fit throughout life. Unfortunately, none of us knows what the future holds.

While you may consider explaining your health care wishes to a trusted friend or family member, there are more secure, legally-binding options to explore. Do you understand how a living will or health care power of attorney can protect your best interests?

Talking to your parents about aging

When your parents begin to show the signs of age it can lead to many awkward feelings and conversations. There is a slow reversal of roles and it requires a delicate approach that shows respect and concern as you seek to make sure your parents are the best position for their level of health.

Do your parents need help with money or health care? Often, both parents and children trust that the other side will know what to do. When this happens, neither side initiates the conversation. Waiting too long can have serious consequences, whether it’s about independent living, medical decisions or predatory behavior by someone who takes advantage of the elderly.

Is it possible to skip probate all together?

The purpose of estate planning is to achieve control over things that happen after you die. One of these things is the probate process.

During probate, the court looks at your estate and locates assets to be distributed. The way to sidestep the probate process is to not have very much in the form of assets. This can be achieved in a variety of ways.

  • AWL By your side
  • Big House Inc.
  • Horses Help
  • Susan G. Komen Grace for the cure
  • Will 2 Walk foundation
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