What is a Power of Attorney and Why It’s Important, Especially Now

With the COVID virus starting to make a second surge across the United States, including here in Arizona, one of the most common questions I get from people both online and in person is relating to Medical and Financial Powers of Attorney. Usually it is from folks with an aging or ill parent or parents or parents of

Estate Plan: Party of One

Estate Plan: Party of One We often hear how hard it is for clients to choose from various family members to execute an estate plan, but what if you are single and without children (at least nearby)? “About 35.4 million Americans lived alone in 2016, comprising 28.1 percent of all U.S. households, according to the

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 longer. If your 18 year old is temporarily or permanently unable to make choices (due to an illness or injury), no one would be able to intervene in medical or

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

Protecting Your Special Needs Child

While many parents become experts at how their health insurance, government benefits and SSI work, they have no knowledge of medical directives and/or living wills and what those plans will do for the care of their special needs kids. Here are some basic guidelines to discuss with your Estate Planner:   1.  Have your own

Estate Planning Basics for New Parents

You’re a Mom & Dad. What Now? Congratulations! You have experienced one of life’s true miracles! You have had a baby! It IS amazing, but with ALL of the little details that are so important in the here and now, thinking of your son or daughter’s longterm future is probably not top of mind.  

Three Documents You Need When Your Son or Daughter Turns 18

As you probably know, most states have laws that teens come “of age” at 18. This means that even though you are Mom or Dad, your child is considered a legal adult and you will no longer have the same rights to access to his or her medical and financial records.   For many parents,