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Sharon Ravenscroft Estate Planning Blog

Welcome to my blog covering all things estate planning, family estate planning. business planning, wills, trusts & probate.

Pay on Death Designation for Vehicles

The Arizona Revised Statutes now allow for a Beneficiary Designation for Vehicle Transfer upon Death. The designation can be signed and kept with the title of the car, mobile home or other applicable vehicles. Since the law is new, it is not clear how effective it will be if the the vehicle is being financed.
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Satisfying The Title Company With Your Deed

When refinancing, adding a joint tenant on the title or preparing a beneficiary deed, there are legal requirements and there are title company requirements. There will be problems with selling the property later unless the deed lists the marital status of the grantee, lists the grantors exactly as they were listed in the prior deed as grantees
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New Tax Law Passed by the House and Senate

Well finally we have some new tax law -- if the President signs it. It appears that the estate tax exclusion will be $5 million for just two years -- but we need to wait to see what the law is when it is finally signed. The two year period may be good for income tax issues and the economy but for estate tax issues, the uncertainty continues.
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Help Me Raise Money for MDA

I am helping raise money for MDA.I'm excited to tell you that I have chosen to serve as an MDA Jailbird and am being Locked-Up...that's right, I'm going behind bars to help Jerry's Kids©. In order to be released on good behavior, I need your help to raise my “bail.”If everyone I know makes a tax-deductible donation, I’ll reach my "bail" money
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Lion of the Year Award

Thank you Phoenix Biltmore Lions Club for your support and for the award of Lion of the Year 2009 and 2010. It has been exciting working with a Club that supports so many good causes-- glasses for children in need; Christmas gifts and scholarships for families of those serving abroad in the National Guard. It is an honor to be a part of the club.
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