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Posts by category

  • Category: Estate Planning
    • Tax Reporting with Trusts
    • Advantages of Using a “Grantor Trust” in Planning
    • Taxation of Nongrantor Trusts
    • Planning for the Sandwich Generation
    • Whom Do You Want to Get Your Assets?
    • Planning for Incapacity
    • Roth IRAs Can Be a Great Planning Strategy: Advanced
    • Roth IRAs Can Be a Great Planning Strategy: Basics
    • It’s Important to Have a Coordinated Estate Plan
    • Revocable Trusts Are Not Always Treated the Same as an Individual
    • ABLE Accounts Complement Special Needs Trusts
    • Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
    • Beneficiary Designations and the SECURE Act Basics
    • Beneficiary Designations
    • Beneficiary Designations and the SECURE Act: Prior Designations
    • Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
    • Preparing for the Unexpected…and the Eventual
    • Use the Exclusion or Lose It
    • Building Flexibility into Your Plan
    • Leaving Assets Can Be Tricky
  • Category: legal education
  • Category: Uncategorized
    • Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
    • Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
    • Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
    • Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements

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WHERE WE ARE

Lovato Law P.C.
661 Quantum Rd. NE, Suite 10
Rio Rancho, NM 87124
Phone: (505) 738-3777

OPENING HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

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Lovato Law P.C.

WHERE WE ARE

Lovato Law P.C.
661 Quantum Rd. NE, Suite 10
Rio Rancho, NM 87124
Phone: (505) 738-3777

OPENING HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

MAP

map for Lovato Law P.C. office

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