What is a Power of Attorney?

Power of Attorney estate planning

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 teens turning 18 and moving away from home (usually either traveling or away at school).…

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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…

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Estate Planning Basics for New Parents

Estate planning 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.  …

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Three Documents You Need When Your Son or Daughter Turns 18

estate planning for young adults

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,…

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