Law Office of Dennis Caufield, LLC - Sun City West, Arizona 85375

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13912 West Stardust Boulevard #110 , Sun City West , Arizona 85375

(623) 252-0615







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Attorney Dennis Caufield of the Law Office of Dennis Caufield LLC specializes in Wills, Trust, Estate Planning, Probate, Power of Attorney, Conservatorship and Guardianship in Sun City, Sun City West, Surprise, Maricopa County, Arizona.

Estate Planning Attorney; Free Initial Consultation; Wills, Trusts, Probate, Special Needs Planning; Powers of Attorney; Living Wills; Monthly Seminars; Sun City; Surprise; Guardianship, Waddell

Dennis Caufield, Law Offices of Dennis Caufield LLC, Will, Trust, Estate Planning, Probate, Power of Attorney, Conservator, Guardian, Sun City, Sun City West, Surprise, Maricopa County, Arizona, Attorney, Lawyer, Law Firm.

Law Office of Dennis Caufield, LLC is located in the Sun City West area of Arizona. There are at least 15 other listings in the 85375 postcode area.

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5/29/2012 2:24:48 AM

This week is National Estate Planning Awareness Week. You may not have the estate of Steve Jobs, but like him you want to protect your family. Please consider visiting my website, and subscribing to the quarterly client eNewsletter- The Wealth Advisor."
10/20/2011 9:33:20 PM

Congress Enacts a Temporary Reform of the Federal Estate Tax The Federal Estate Tax exclusion has been amended for 2011 & 2012. The estate of anyone dying in 2011 or 2012 will avoid federal estate taxes on all estates valued under $5 million. With some basic planning or through successful navigation of the new "portability" rules, the exclusion amount can be doubled to $10 million for married couples. However, t
12/22/2010 7:34:41 PM

The Federal Estate Tax and the New York Yankees As I write this article, the New York Yankees are on the verge of elimination from postseason baseball. The Texas Rangers, who play their Spring ball nearby in Surprise, enjoy a 3-1 game lead in the best of seven series to determine who will represent the American League in the World Series. So what does this have to do with the federal estate tax? The family of the late New York Yankee owner, George Steinbrenner, received some very good news related to the federal estate tax that will be sure to comfort the sting of any negative results on the diamond. George hit the ball far over the fence for tax purposes when he passed away on July 13, 2010 with a purported $1.15 billion estate, according to Forbes magazine. Because Mr. Steinbrenner died in a year where there is no estate tax, he potentially saved his heirs a 55% levy on his assets- which would have amounted to a tax bill of about $600 million had he died on or after January 1, 2011. In 2009 the federal estate tax exclusion avoided federal estate taxes on all estates valued under $3.5 million. However, barring any 11th hour action by a lame duck Congress, that exclusion amount is scheduled to be reduced to $1 million in just over 2 months on January 1, 2011. As demonstrated above, once the exclusion is exhausted the tax rate is oppressive- greater than half of your assets over the $1 million exclusion amount will be taxed. For the purposes of determining your estate value, all of you assets including the payoff for life insurance policies owned by the decedent are included. It may wise to do an inventory of your assets to see if this change in the law affects you now, and to project into the future in the event of the appreciation of your real estate or other assets. There are ways to keep the federal government off of your beneficiary list, such as doubling your exemption with an A/B trust for married couples, creating an Irrevocable Life Insurant Trust, and numerous other strategies that can be employed for your benefit. Please feel free to reach out to me if you would like to discuss the impact of the estate tax on your present estate plan. By the way, as a die hard Yankee fan, I'm going to go out on a limb and predict a comeback.
10/21/2010 4:00:29 AM

LegalZoom's settlement with Washington Attorney General's Office raises serious concerns.
9/27/2010 4:17:31 PM

Planning for Minor or Incapacitated Children Have you named a Guardian for your dependent children? If not, upon your death a Court proceeding may be initiated to appoint a Guardian. The Court will appoint a family member, a friend or "any person interested in the welfare" of the child. However, that may not be the person you would have chosen. You can be an optimist and hope that the person that you would have selected is ultimately appointed as Guardian. But family members, friends, or "any person interested in the welfare" of the child, all with good intentions, may take opposing sides in Court with uncertain results. Fortunately, you have the ability to take control now and make an estate plan that names the person you want to serve as Guardian in your Will. If you desire you can also provide child-rearing instructions for the Guardian and Successor Trustee to follow. Furthermore, without appropriate planning, your child will have unrestricted access to their inheritance when he or she reaches the age of 18. This poses significant problems, such as "I think a Corvette is a good investment." See the powerpoint on the firm website (Mistake #5 and Mistake #11) for more information.
8/13/2010 8:00:27 PM

Congratuations! What a Great Accomplishment!
7/22/2010 1:32:44 PM

Passing Your Tangible Personal Property At your death you will undoubtedly own a certain amount of personal property. Your tangible personal property includes: photos, jewelry, artwork, collectibles, furniture and motor vehicles. While some of these items will be of negligible value, others may be of significant value, and still others will be of great sentimental value to your loved ones. In order to keep family harmony, it may be advantageous to leave this property specifically to named individuals or entities. Failure to plan for these items leads to an uncertain transfer. Your Trustee can be left with the difficult task of selling off some items and apportioning others so that they pass equally to your named beneficiaries. Or, as happens all too frequently, some of those possessions may "inadvertently" wind up with the first person to happen upon them after your death. It happens. You can make an assignment of this property in your Will or Trust. A better option is to execute a Personal Property Memorandum that is referred to in your Will or Trust. Under Arizona law this can be done at any time (usually after the Will or Trust is signed) as long as the document clearly identifies the tangible personal property, the person or entity to whom you are leaving it and you sign the document. My office provides you these forms in your portfolio and on a CD provided to you so that you can make changes at any time you choose and without incurring any further attorney expenses.
6/30/2010 6:38:11 PM

congrats!! May God richly bless you in all you do!
6/29/2010 12:51:21 PM

Dennis is the MAN.............................................................
6/25/2010 8:39:48 PM

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