Estate Planning
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 →Happy Mother’s Day 2017!
It’s almost Mother’s Day and I’ve been reading great stories about moms and their kids. Most of the stories are about moms who have sacrificed and moved mountains both big and small to protect their kiddos of all ages. It is intrinsic as a parent to want to be sure that our kids are healthy,…
READ MORE →Treasure and Trauma: Estate Planning for Families with Hoarders
Hoarding. You can tune in at least once a week and see some of the worst cases in action on TV. What is hoarding you ask? “An extremely complicated mental disorder that generally involves the acquisition of too many items, difficulty getting rid of items, and problems with organization and prioritization,” writes Hannah R. Buchdahl in a…
READ MORE →What Does Scouting Have to Do with Estate Planning?
Scouting Motto: “BE PREPARED” and why BEING PREPARED should not stop when you leave scouting as a young person, but be a life long goal. I am blessed to say that my kids, along with those of some of my co-workers and friends, are involved in scouting. I love scouting because the lessons and experiences…
READ MORE →I Am Moving to a New State: What Happens to My Estate Plan?
If you planned your estate, but are moving from one state to another, check for these major discrepancies in laws and procedures.
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