Ronald Adams – Hoopes, Adams & Alexander PLC

The tax laws provide many opportunities for grandparents to provide for their grandkids' financial, educational and other needs. If you have grandchildren, or anticipate their arrival, providing for their future security may be…more

After completing a painful process like a divorce, the last thing most people want to do is sit down with lawyers and financial professionals to review their financial planning. Unfortunately, the need for this type of action…more

In a January 2011 article we addressed the changes to the gift and estate tax provisions contained in the Tax Relief Act. In this article, we cover some of the new law’s personal income tax planning opportunities…more

Unless you don’t watch TV or use the Internet, you have probably heard of the popular movie and book, “The Girl with the Dragon Tattoo,” written by a Swedish investigative journalist, Stieg Larsson - This is an interesting…more

In a January 2011 article we addressed the changes to the gift and estate tax provisions contained in the 2010 Tax Relief Act. Everything may change at the end of 2012 so it is more important than ever to take a look at…more

As families gather to celebrate, reconnect and enjoy each other’s company, it’s more important than ever to talk about the things that are most important to you – family, values and a legacy that will last - these truly are…more

Don’t make the mistake of viewing estate planning as a post-death issue; with the right person taking care of you and your affairs, the value of a well-drafted Trust will likely become evident while you are still able to…more

The committee’s failure to act leaves some potentially valuable opportunities In the wake of the failure of the Congressional "Super Committee" (perhaps misnamed) to resolve the nation's debt problems, we should not expect…more

Thank you to everyone that attended our Successor Trustee Workshop on November 17th, 2011. It was a great success! Below is the presentation that attorney Ron Adams gave. If you have any questions about this presentation or…more

Good record-keeping, following the instructions of the trust or will, and communicating effectively with interested parties are key steps in carrying out your fiduciary duties. Read on to find out some of the personal…more

If a relative or friend has named you to be the successor trustee of their trust (or to be the personal representative of their estate, if they have only a Will), you may feel honored by their confidence in you but uncertain -…more

We are holding a Complimentary Business Succession Seminar on September 29th, 2011 at the Hilton Hotel in Mesa (U.S. 60 and Alma School Road) from 4:00 to 5:30 PM, to help business owners turn their dream of succession into…more

Whether you should transfer ownership of the family business to your offspring may depend on your needs and the ability of your company, after the transfer, to support two families…more

Many entrenepreneurs have spent decades building their business right alongside raising their family. But for as much calculating thought as they have put into running a profitable company, they probably have devoted mush less…more

The following ten planning issues will help prepare the business for sale and reduce unanticipated problems that may arise when a prospective buyer begins investigating the business for possible purchase. Regardless of whether…more