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 favorite perfume or other special gift. Mother’s
Three Documents Your 18-Year-Old Needs, 2021 Edition
Here in Arizona, as kids turn 18, they are considered adults and parents don’t have the same legal authority to make choices for them any
Pensions, Beneficiaries, and Rights of Survivorship
When it comes to protecting beneficiaries, financial planning gets detailed. I have a client whose husband spent a good part of his professional career at
Did You Know: Beneficiary Forms Override Estate Planning Docs
Did you know that any beneficiary forms you sign with a bank or other institution will override your carefully thought out, perfectly crafted estate planning
