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Crafting your legacy and protecting your loved ones
Read our blog for insights into wills, trusts, tax planning, and estate planning in Arizona, and Washington States.
Natasha Patton
Jan 84 min read
Privacy Policy
This privacy policy applies to information collected online from users of this website. In this policy, you can learn what kind of...
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Natasha Patton
Dec 27, 20241 min read
Inflation Adjustment for Tax Year 2025
2025 Inflation Adjustments 2024 2025 Roth IRA Income Limits 146,000 Single 150,000 Single 230,000 Married 236,000 Married IRA 7,000 7,000...
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Natasha Patton
Dec 27, 20244 min read
Why should you have an estate plan? And how can you encourage your loved ones to create an estate plan?
An estate plan can provide significant peace of mind by ensuring that your money and property are protected, plans are in place in the...
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Natasha Patton
Dec 27, 20242 min read
Is Your Estate Plan Up to Date?
1. Have you prepared a will or a trust? Without proactive...
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Natasha Patton
Dec 27, 20246 min read
Have you planned for Secure 2.0 in your Retirement Accounts?
SECURE 2.0 Act: How It Affects You and Your Retirement Account Beneficiaries On December 29, 2022, President Biden signed the Setting...
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Natasha Patton
Dec 27, 20248 min read
What if I Die Without a Will?
What does it mean to die “intestate”? If you die intestate (without a will), your state's laws default law of descent and distribution...
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Natasha Patton
Dec 27, 20245 min read
What happens if my adult child does not have a Healthcare Power of Attorney?
The Vital Importance of Appointing a Healthcare Power of Attorney for College Students As college students embark on their academic...
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