• Our Promise to You During COVID-19/Coronavirus
    • Skip to primary navigation
    • Skip to main content
    • Skip to primary sidebar
    • Skip to footer
    • Home
    • Our Firm
      • About Our Firm
      • Team Profiles
    • Estate Planning
      • Arizona Long Term Care (ALTCS)
      • Asset Protection
      • Business and Succession Planning
      • Elder Law & Medicaid Planning
      • Estate and Gift Tax Figures
      • Family-Owned Businesses & Farms
      • IRA & Retirement Planning
      • Incapacity Planning
      • Legacy Planning
      • LGBTQ Estate Planning
      • Pet Planning
      • Probate
      • Powers of Attorney
      • SECURE Act
      • Trust Administration
    • Elder Law
      • Are You A Caregiver
      • Coping With Alzheimer’s
      • Emergency Medicaid & Nursing Home Planning
      • Guardianship & Conservatorship
      • Tucson Medicaid (ALTCS) Planning
      • Tucson Veteran’s Benefits
    • Webinars
    • Resources
      • DocuBank
      • Elder Law Reports
      • Free Estate Planning Seminars
      • Frequently Asked Questions
        • Estate Planning FAQs
        • Frequently Asked Questions for Families Without an Estate Plan
        • LGBTQ Estate Planning Frequently Asked Questions
        • Trust Administration & Probate Frequently Asked Questions
        • Tucson Estate Planning FAQs
      • Is Your Estate Plan Outdated?
      • Latest News
      • Newsletters
      • Pre Consultation Form
      • Professional Resources
      • Published Books
      • Reports
        • Advanced Estate Planning
        • Basic Estate Planning
        • Estate Planning for Niches
        • Trust Administration
    • Reviews
      • Our Reviews
      • Review Us
    • Contact Us
    • Blog

    Kinghorn Heritage Law Group, PLC

    Tucson Estate Planning Attorneys

    Connect with us today(520) 529-4000

    Attend a Free Seminar
    Home / Privacy Policy

    Privacy Policy

    Our law firm collects personal information only when you submit it to us. If you decide to submit such personal information, we or an external service provider will retain the information that you submit in a database, and we will use this information to complete your request. Any service provider that we designate will have agreed not to sell or distribute your information to any third party, and we will also not share the information with any third party except for the service provider. We may also use the information retained in the database to communicate with you directly via email or direct mail, such as to inform you about upcoming seminars that may be of interest to you. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards, but we cannot guarantee that your personal information will never be disclosed in a manner inconsistent with this policy.

    Currently, we only employ a “cookie” for more accurate traffic analysis such as tracking the time/date of the visit, the page viewed and the referring website. This cookie retains some form submission details. The data that we do collect is never stored in any individual website tracking profile and only serves to update aggregate counts allowing us to monitor site traffic. We may share non-personal, anonymous information collected through cookies with third parties. Most browsers are initially set up to accept cookies. If you would prefer, you can set your browser to reject cookies.

    Any changes to this privacy policy will be made through a revised posting on our website.

    With the passage of the Gramm-Leach-Bliley Act, Estate Planning Attorneys, as CPAs, banks, trust companies and other financial service providers, are now required to inform their clients of their policies regarding the privacy of client information.

    Attorneys have always been required under their Code of Professional Conduct to keep their clients’ information confidential. Therefore we have always protected your right to privacy. Furthermore, in order to practice before the Internal Revenue Service, we are forbidden from disclosing any client information provided for tax planning or preparation services without your prior written consent.

    Non-Public Information We Collect. We collect non-public personal information about you that is provided by you or obtained by us with your authorization.

    Parties to Whom We Disclose Information. We do not disclose private personal information about clients or former clients obtained in the course of our practice, except as required or permitted by law.

    • Required Disclosures

      • As legal professionals, we are required by law to make disclosures of private information where we have knowledge of elder or child abuse, or of the intent to commit a crime.

       

    • Permitted Disclosures

      • Employees. In order to complete work you engaged our firm to produce, your private information may need to be disclosed to employees of our firm.
      • Outside Providers. On occasion, we may need to provide your private information to unrelated third parties who may be called on to assist us in completing work you have engaged our firm to complete. This information is never provided without first obtaining your written permission. Examples of third parties to whom your private information might be disclosed are an accountant to assist us with tax research or accounting services, an appraiser to help us to value your assets, or a life insurance professional providing us with quotes for obtaining life insurance coverage.

    Protecting the Confidentiality and Security of Client Information. In order to better serve you and your heirs, as well as comply with certain professional guidelines and requirements, we retain records of the professional services that we provide. As part of our commitment to provide you with the finest service possible, we maintain physical, electronic and procedural safeguards to protect the private information of our clients and former clients. These safeguards comply with our professional standards as well as with the federal regulations.

    Request Not to Release Information. The Federal Trade Commission regulations require us to notify you of your right to request that our firm not release your non-public personal information. While it is unnecessary for you to do so, because our firm does not release any private information, in the interest of satisfying the regulations we include this disclosure.

    Although the attorney / client privilege by which our firm is bound prohibits us from releasing any communications between you and one of our attorneys, you can always request that our firm release such information to anyone you designate.

    Should you have any further questions regarding our privacy policies and procedures, please feel free to call our office at (520) 529-4000, or email us at info@attorneyoffice.com.

    Primary Sidebar

    FREE ESTATE PLANNING WORKSHEET

    There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
    • This field is for validation purposes and should be left unchanged.

    Follow Us

    • fb
    • tw
    • ld
    • yt

    Testimonials

    default image

    In this day and age it is very rewarding and comforting to make a major decision for the long-term security of your family. Over 14 years ago we decided upon the Kinghorn Heritage Family to create our family trust. Through the years it became very evident that this decision was a major and necessary step for a secure future in an ever-changing legal climate. The Kinghorn Family has been a close friend that has always been there to serve our family.

    Gary and Velma T. Client Review September 8, 2020

    default image

    We appreciate the programs presented that keep us informed and updated in today’s internet and financial world. It is a comfort to know that you are only a phone call away if questions arise.

    Robert and JoAnn H. Client Review September 8, 2020

    default image

    We enjoyed meeting all the behind-the-scenes people on your team and want to thank you for the peace of mind you’ve given us and our children.

    M.D. Client Reveiw September 8, 2020

    default image

    What an amazing law firm, where the people I refer to them are handled as good friends, family, and confidantes.

    Eileen E. Client Review September 8, 2020

    default image

    Thank you Allison and Kinghorn Law family for everything you have done to make our end-of-life decisions a reality and stress free. When we think of Kinghorn: trust, peace of mind, professional. Outstanding Law Firm!

    Ken and Cheryl V. Client Review September 8, 2020

    default image

    Very satisfied with your company and staff.

    Robert and Britt O. Client Review September 8, 2020

    default image
    In this month’s alert we examine how your clients, including LGBTQ clients and unmarried partners, can remove over $5 million free from estate tax and how this opportunity may be vanishing soon. Unless Congress takes action before year-end, which most experts think is unlikely, the amount that can be passed free of estate tax will drop from $5.12 million to $1 million on January 1, 2013. For a decedent with an estate of $5 million, this would result in an increase in estate tax of $2,045,000. Earlier this year, President Obama introduced his proposal to lower the estate tax exemption amount permanently from $5 million to $3.5 million and the lifetime gift tax exemption amount from $5 million to $1 million. This would essentially be the same as the law that was in effect in 2009. The maximum estate and gift tax rate would be fixed at 45% (up from 35% currently). The current “portability” provision, allowing the survivor to use the predeceasing spouse’s unused exemption, would be made permanent. Executors and lifetime donors would be required to report valuation and tax basis information to the IRS. This would enable the IRS to verify whether income tax gains are properly reported upon the future sale by the beneficiary. The President’s proposal would also tighten or eliminate many popular estate tax reduction strategies such as the Family Limited Partnership (“FLP”), Family Limited Liability Company (“FLLC”), Grantor Retained Annuity Trust (“GRAT”), and Sale to Defective Grantor Trust. With the pending election and the looming deficits, both the Republicans and the Democrats seem equally averse to tackling this subject prior to the election. If Congress fails to act, or if the President’s proposal is adopted, there would be tremendous savings available to taxpayers who act now to utilize the current, perhaps short-lived, $5.12 million exemption amount before it disappears at year-end. Our previous alerts regarding using the current exemption amount prior to expiration have primarily concerned planning for married couples. However, the planning options available to “lock-in” the current $5.12 million exemption are available equally to gay and lesbian couples, as well as opposite sex unmarried partners. LGBTQ couples (whether or not married) and unmarried couples are not eligible for the unlimited marital deduction that postpones estate taxation until the death of the surviving spouse for traditional married couples. Because of this, it is critical that LGBTQ and unmarried partners with substantial wealth see an estate planning attorney who is experienced with these planning strategies in order to take advantage of the current opportunities available to them. Failure to complete this planning before year-end may result in the surviving partner being saddled with substantial estate tax at the death of the first partner to die. This will result in a decrease in the income and assets available to the surviving partner. Engaging in planning today to “lock-in” the $5.12 million exemption amount can preserve the income and assets available to the surviving partner. Our office focuses on estate planning strategies for clients of all wealth levels, including clients who will be subject to estate tax at death. We also have extensive experience in estate planning for LGBTQ couples and unmarried opposite sex partners. Other services we offer include planning to escape generational estate taxation through the use of generation-skipping or dynasty trusts, asset protection strategies, as well as estate and trust administration. As a member of the American Academy of Estate Planning Attorneys, our firm is kept up to date with information regarding tax developments as well as cutting edge planning strategies for persons of all wealth levels. You can get more information about a complimentary review of your clients’ existing estate plans and our planning and administration services by calling or by visiting our website.

    Chandler V. Client Review September 8, 2020

    default image

    Estate Planning attorneys are sometimes criticized for offering needlessly complex, 'canned' solutions. This never has been the case with Kevin. The documents he created were comprehensive when appropriate and surprisingly simple when suitable. In every case, they were individually crafted to meet our unique needs.

    Rich D. Client Review September 8, 2020

    << Prev
    Next >>

    Where We Are

    Kinghorn Law, LLC
    3573 E. Sunrise Drive, Suite 209
    Tucson, AZ 85718
    Phone: (520) 529-4000

    See Larger Map
    Get Directions

    Footer

    • Speaker Connection
    • Advantages of Working With Our Firm
    • Disclaimer
    • Privacy Policy
    • Sitemap
    • Contact Us

    Connect with Us

    • fb
    • tw
    • ld
    • yt
    footer-logo


    © 2021 American Academy of Estate Planning Attorneys, Inc.

    Attorney Advertisement