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

Should You Keep Your Estate Documents in a Safe Deposit Box?

So you finally met with an attorney and finished your estate planning documents. Congratulations! Now, what do you do with these important papers? Clients often ask me if a safe deposit box is the best spot to store them. Well, it depends. Arizona law says that when it appears a safe deposit box may contain

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

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 docs? Generally, most companies have a benefit renewal period every 6-12 months. MANY start this process in November. But whether you do it at work, with your financial planner or