Please keep in mind that if your situation has changed this Holiday season please come in and visit us and we can help you update your documents accordingly. It is important to have all of your documents accurate and up to date including but not limited to your Health care powers of attorney, Durable powers of attorney and your Advanced health care directives.
HAPPY THANKSGIVING FROM CURLEY & ALLISON LLP
What: Attorney Roger D. Curley, through the National Business Institute (NBI) helped put on a top level seminar, “Estate Planning from A to Z” on June 23 and June 24 of 2014. The conference was attended by over forty (40) professionals including attorneys, financial planners, accountants and other high level professionals.
The seminar included the following topics:
1) Basic Tax Planning
2) Trusts 101
3) Revocable Living Trusts
4) Trusts Used for Tax Reduction-Drafting Tips and Samples
To order a DVD version of the seminar contact NBI at www.nbi-sems.com or 1-800-930-6182.
On November 13, 2016, Kiernan Curley completed a presentation on estate planning for Velda Rose United Methodist Church in Mesa, Arizona.
Some of the topics covered included:
1) Probate Proceedings
2) Revocable Living Trust Agreements
3) Health care power of attorney, Durable Power of Attorney, and Advanced Health Care directives
If you need assistance with your estate plan in the state of Arizona please contact our office at 602-953-7730.