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 Day is special because Moms are special. What would we do without them? What would we do without them? Whether they have been Moms for 1 year or 41 years, their…


Three Documents Your 18-Year-Old Needs, 2021 Edition

when your child turns 18 they need these documents

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…


4 Reasons: Estate Planning is a Final Act of Love

estate planning is an act of love

Very recently, a close friend’s wife lost her Father. Though his health was not the best, his decline was rapid and unexpected. The family, particularly her Mother, struggled to make choices that honored him, their culture and other family members’ suggestions. To put it plainly, it was chaotic, stressful and unsettling. With Valentine’s Day approaching…


How Detailed Should Your Family be with Estate Planning Communication?

communicate your estate plan with family

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…


Part 2: Death Abroad – What to Do if the Unthinkable Occurs

“PART 2: What to Do in the Event of the Unthinkable,” explains what to do if you are abroad and need assistance because of a death. In Part 1 of this post on Being Prepared to Travel Abroad, we discussed how travel is becoming more typical and how unusual it is for deaths to occur abroad.…


Estate Planning at the Holidays?

Every year the Holiday Season seems to start the day after Halloween, to some even earlier! Many companies still have a remote workforce which means holiday travel has stretched out before and after key days like Thanksgiving and Christmas in a way we have never seen before. We are focused on Black Friday shopping thanks…