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The Law Offices Of Kyle Robbins, PLLC


Caring For Mom And Dad From Far Away
  • Published: April 18, 2018

It’s not uncommon for families and friends to be separated by many miles and even many time zones. Even so, at some point in their lives, parents, grandparents or a loved one may require in-home care. Flagstaff Business News’ recent article, “How to Care for Loved Ones from Miles Away” reminds us that you could suddenly be faced with the challenge of long-distance…Read More

Are Contingent Beneficiaries Subject to Inheritance Tax on Life Insurance?
  • Published: April 17, 2018

Let’s say that you and your spouse both have life insurance policies of $500,000 on each other and have no children. Each spouse is named as the primary beneficiary on the other's policies, and the contingent beneficiaries are a brother and a niece. The issue that’s often raised, is whether the brother and the niece would be subject to the…Read More

Ask Your Estate Planning Attorney About a Trust
  • Published: April 16, 2018

Creating a trust can help assure that assets are distributed more quickly, bills are paid promptly and continuously and personal information about property and other assets remains private. The New York Times recently published an article, “Life After Your Death? Here’s Why You Should Have a Trust.” The article explained that trusts have often been thought of a way for wealthy people to…Read More

Guess What Your Biggest Expense Will Be in Retirement?
  • Published: April 13, 2018

Chances are that your biggest expense in retirement will be taxes. discussed this issue in its recent article, “5 retirement tax traps that could needlessly cost you thousands of dollars!” According to the article, you shouldn’t ignore the one thing that could have the greatest impact on your savings and investments: taxes. Here are some retirement tax traps that could needlessly cost…Read More

How Does the New Tax Law Help a Family with a Special Needs Child?
  • Published: April 12, 2018

The new tax law now permits money from a 529 plan to be rolled over into an ABLE account for children who have special needs, according to Kiplinger’s recent article, “How to Use College Savings to Benefit Children with Special Needs.” This year, a person can roll over up to $15,000, which includes any rollovers and new contributions to the ABLE account. But…Read More

Washington State AG Goes After Deceptive “Free Lunch” Estate Planning Seminars
  • Published: April 11, 2018

Investigators at the Washington State Attorney General's office allege that so-called "free lunch" seminars were used to ultimately sell complicated investments and cash in on commissions. As KOMO News reports on its website in the story, “State lawsuit accuses estate-planning company of being a deceptive "Trust Mill,"” the lawsuit filed in King County Superior Court names CLA Estate Services, Inc., CLA USA Inc., and…Read More

How Your Pension Fits into Your Estate Planning
  • Published: April 10, 2018

Pensions, unlike property, can be inherited tax-free. That means savers are increasingly looking to pass on their policies, according to Morningstar’s recent article, “Why Pensions are Vital to Estate Planning.” Company pensions—whether defined benefit or defined contribution—have different rules as to who can inherit in the event of a member’s death, as well as how much can be passed on to the next…Read More

UNM Receives Large Bequest from Alum’s Estate Plan
  • Published: April 9, 2018

The University of New Mexico School of Engineering received $3 million from the estate of an alumnus. The school said this gift will benefit students and faculty in the departments of civil engineering and mechanical engineering by creating laboratory and learning spaces “unlike any other in the country.” University of New Mexico issued a press release, “$3 million gift from alumnus to…Read More

The Issue Of Who Gets Charles Manson’s Remains Finally Decided
  • Published: April 6, 2018

NPR reported in the article “Charles Manson Grandson Wins Legal Battle Over Cult Leader's Body” that Jason Freeman, Charles Manson's purported grandson, whose grandmother was Manson's first wife, was one of several people who was attempting to gain control of the notorious criminal's body, since he died in November. Manson was serving a life sentence for coordinating the notorious “Helter Skelter” killing spree…Read More

Don’t Forget These Expenses in Your Retirement Planning
  • Published: April 5, 2018

Despite your best efforts to prepare for retirement, you have a good chance of being blindsided by some unanticipated expenses. A recent study by the Employee Benefit Research Institute found that 40% of retirees said their retirement expenses are higher than expected. A recent CU Insight article, “4 unexpected retirement expenses,” discusses some things that may not be on your radar, when it comes…Read More

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