Estate Planning
An Ounce of Prevention is Worth a Pound of Cure
An acquaintance told me recently that her mother is being taken advantage of by her son. It was a heart-wrenching story for sure. Unfortunately, due to circumstances I can’t elaborate on, I was not able to help her mother with any preventative measures. Perhaps the saddest part about her situation is that fixing the problem…
READ MORE →Alzheimer’s Awareness Month & Estate Planning
President Ronald Reagan designated November as National Alzheimer’s Disease Awareness Month in 1983. At the time, fewer than 2 million Americans had Alzheimer’s; today, the number of people with the disease has soared to nearly 5.4 million. That number is expected to increase to 7.1 million Americans by 2025. More than 70 percent of people with…
READ MORE →National Estate Planning Awareness Week
Editor’s Note: We were thrilled to featured in My News Mesa.Com to spread the word about NEPAW. See it on the site by clicking HERE or read the text below … More than half of Americans, an estimated 56 percent, do not have an estate plan in place, making estate planning a critically overlooked component…
READ MORE →Giving Back: Donating to Charity Via Your Estate Plan
Done properly, the organization will benefit from your donation and its own tax exempt status and you as the giver benefit from “doing good” and various tax benefits. It’s a serious win-win.
READ MORE →Why a Single Parent Should ALWAYS Have an Estate Plan
Recently, I learned of a colleague asking for assistance with a sticky situation. His client, a single parent, passed away and an online fundraising account was established, with the funds going to an account in one extended family member’s name. That family member has now left town after gathering money in the name of helping…
READ MORE →How Detailed Should Your Family be with Estate Planning Communication?
Q: Should you reveal your exact plans for your estate and your holdings? A lot has been made lately in news articles and studies that suggest better communication between family members is very important when it comes to end-of-life arrangements and estate plans. But there is a disagreement about how detailed the communication should be between family…
READ MORE →FAQ: Interview With Marcus Seiter
Ed. Note: The following is the text of an interview that was conducted by a media source and we thought the answers might be helpful to some doing research about Estate Planning and our office. Please contact us directly for more information. What does an estate planning lawyer do? As an estate planning attorney,…
READ MORE →4th of July: Why Estate Planning is Ultimately About Freedom
We are celebrating our country’s Independence. An honor fought for with the American Revolution and solidified by our Constitution and Bill of Rights. Thanks to this war and these documents we truly have freedom — the freedom to dispose of our property how and to whom we like. According to Jeffrey R. Gottlieb, an Illinois…
READ MORE →Summertime Means Travel, But Are You Really Prepared?
Summer Vacation is a family’s happy place. When mom says be sure to pack all the essentials and make sure you have thought of everything, I guarantee she probably didn’t mean Estate Planning. Yet, when you go to “Fly the Friendly Skies” or Road Trip to that amazing National Park, this added level of protection…
READ MORE →Estate Planning by the Numbers: Millennials vs Baby Boomers
More Troubling Statistics When it Comes to Millennials and Estate Planning Much has been made about the differences between Baby Boomers and Millennials and their spending/saving habits and other economic differences. According to new research from the Natixis U.S. Investor Survey, almost 70 percent of young people expect to inherit money from their parents. Surprisingly, the same survey also…
READ MORE →Estate Planning & Graduates: Financial Strategies
When your graduate crosses the stage this month, they will take the financial reigns from you just as they take their diploma. Here are a few ways to help steer them towards success in their financial future. Summertime is upon us here in Phoenix and so is graduation season. This major transition period for most…
READ MORE →Preparedness Starts with You
I was reading through some posts on social media this week and felt an immediate kinship with Maricopa County Department of Emergency Management. They too deal with “what if’s” every day and hope that people will do their best to be prepared. So, as often as the budget allows and with a hopeful heart, they…
READ MORE →