Estate Planning Services
NEWS and ARTICLES
New Year’s Resolution: Update your Estate Plan
Happy New Year! We are just a week in and many of us have started our New Year’s…
Blended Families Require Different Estate Planning Tactics
With Thanksgiving this week, I thought we’d post our blog early. This also seemed like a good time…
Long Term Care Insurance: It’s No “Quacking” Matter
We’ve all seen the commercials with the talking duck, right? The company sells “insurance for medical injuries or…
Do an Estate Plan Your Way, Like John McCain
We lost two great Americans very recently: John McCain and Aretha Franklin. On the surface, they had great…
Don’t Forget Your Pets: Pet Trusts Provide for Furry Family
A pet trust is a legal arrangement that provides for the care and maintenance of pets in the event of their owner’s death or incapacity.
6 Estate Planning Myths Debunked
US News and World Reports wrote an excellent blog post detailing the six most common estate planning myths. I…
Privacy Matters: Wills Vs. Living Trusts
Wills Vs. Living Trusts. The terms are used interchangeably but are they really the same thing? The quick…
Estate Plan: Party of One
Estate Plan: Party of One We often hear how hard it is for clients to choose from various…
Student Loans & Estate Planning: Read Before Applying
My friends and clients who have upperclassmen in high school have been mentioning their university tours and investigating…
Summertime: Read This Before You Go On Vacation or Off to College
This Memorial Day, one of my clients was acknowledging a loss of her own (in addition to the…
3 Ways to Estate Plan Like a Royal
Whatever the size of your “kingdom,” you’ll most likely need to have an estate plan. In Arizona, if…
Happy Mother’s Day: Celebrate, then Plan
You’ve made brunch reservations and bought flowers. The kids have made a special card and you bought her…