Estate Planning Newsletter


RJP Estate Planning • Serving Families & Individuals throughout Scottsdale & Phoenix, Arizona

For your convenience, you may access the current and past issues of our estate planning newsletter online:

  • Medicare, Medicaid and More (August 2015)
    Retirement is a new chapter in your life. Many things are in transition, to include making sure you have a handle on your health care options. Now is the time to get your health insurance ducks in a row.
  • Who Me? A Fiduciary? (July 2015)
    What is a “fiduciary” when it comes to estate planning? If you have been appointed to serve as one, then now is the time to find out your responsibilities (and potential liabilities) before it is too late.
  • A Long-Term Care (insurance) Primer (June 2015)
    No one wants to think about wearing out mentally, physically or both. But it is a reality. What plans have you made for your long-term care? What plans have you made to pay for it? Hope is not a strategy.
  • Estate Planning Hazards (May 2015)
    Road hazards can be easy to avoid, if you know where they are. Whether on the road or in your estate plan, two potential hazards to identify and avoid are common mistakes made when planning for beneficiary designations and joint ownership.
  • Crucial Coordination (April 2015)
    Many things in life require attention to detail and sequence to get the desired result, whether making a double play or creme brulee. So it is with coordinating your estate plan with your retirement plan and your long-term care plan.
  • No Federal Estate Tax, No Problem? (March 2015)
    The non-tax issues of estate planning cut to the very heart of our lives, work and families. Regardless of whether you may or may not incur a federal estate tax liability, issues of personal dignity, family conflict and your life’s legacy are fundamental to proper estate planning.
  • Sweetheart Wills (February 2015)
    Are you married? Have you considered creating an estate plan to provide for your spouse if something untoward happened to you? Perhaps it is time for you and your beloved to make matching "sweetheart wills" to legally reflect your intentions.
  • The Will To Plan (January 2015)
    Why doesn’t everyone have their final affairs in order, especially in light of the likelihood of incapacity and the certainty of death? Research shows that the chief culprit is simple procrastination. Read on for tips on how to stop procrastination now.
  • The Charitable Remainder Trust: A Great Way to Donate (December 2014)
    Given the choice, most taxpayers would rather give to their own charities than pay taxes. With an IRS authorized Charitable Remainder Trust you can do just that ... and enjoy the lifetime benefit of an enhanced income stream.
  • Estate Planning Pitfalls (November 2014)
    Pitfalls, like potholes, are more easily avoided if you know where they are. So it is with estate planning pitfalls. In our lead article, we point out some common pitfalls to avoid while you still can.
  • Dementia and How to Handle It in Your Estate Planning (October 2014)
    Dementia is a dreaded disease that robs its victim of his or her mental capacity. However, ongoing personal, health care and financial decisions must continue to be made, whether minor or major. So, by whom will those fundamental decisions be made?
  • What Happens When a Loved One Dies? (September 2014)
    Fail to plan and you plan to fail. So it is with organization and estate administration. Our lead article offers some timely tips to help avoid leaving behind a big mess when you pass.

The Planning Consultants at RJP Estate Planning provide services in the areas of estate planning, planning with wills and trusts, asset protection, probate avoidance, probate & estate administration, long-term care planning, Medicaid planning, asset protection from Medicaid, veterans benefits, charitable planning, special needs, estate tax planning, and business succession planning. They serve clients and their families throughout Scottsdale, Phoenix, and Sun City, Arizona, and the surrounding cities and towns. RJP Estate Planning is not a law firm, cannot give legal advice, and does not prepare legal documents. For legal services, clients separately consult with a law firm.

Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.

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