Blog
Can an executor of a will take everything?
Let’s see. In Arizona we don’t use the term executor, instead we use the term Personal Representative. A Personal Representative is appointed by the Court to act on behalf of the deceased person. When the Personal Representative is appointed they have three jobs.
These are the Days My Friends
There is a song we used to sing in camp about being young and never worrying about the challenges of life. We lived in the moment.
Summertime And the Living is Different
We want to thank EVERYONE for working with us during this very difficult time. Thanks especially to those “novices” who learned to use ZOOM just to teleconference with us. It is wonderful to see all of you! As you have already seen, meetings on ZOOM can...
The Importance of ‘Being Ernest’ about Health Care Planning
You can take care of yourself during this very difficult time when most of us are sheltered in place. You can protect yourself and all of your loved ones by doing your homework today. While you are at home. Healthcare documents will let your family know what you want...
Yesterday, Today and Tomorrow Part One – The Clues
Yesterday, Today and Tomorrow Part One - The Clues I am not a psychologist. I am not a physician. I am just a lawyer and I deal with different kinds of people every day. I love people and I love working with families to guide, educate and help them to solve complex...
A Word About Our Special Children
All children are special. There are no exceptions. Whether they have physical or emotional challenges, are fantastic athletes, nerds or brainiacs, timid or outgoing, or just plain ours, they are all special. Special people require special planning. My sister and...
So Tell Me Again…What Do a T-Square and Gun Trust Have in Common?
I grew up on the mean streets of NYC, where the cops would walk 4 across. My sister and I spent our time going to school and taking care of our mother and step-father who were both quadriplegics. We lived in a housing project that reeked of urine and trash. Going...
“Home Sweet Home”
There is an old saying, "Home is where your heart is". As we age, the idea of staying home becomes more and more important to us. I believe in this saying very strongly. However, I also believe that the physical location of 'home' may need to change as our needs...
Gift Taxes: What Your CPA Doesn’t Know
Taxpayers who gave substantial assets to family members last year could be in for a nasty surprise this tax season: potential errors on federal gift-tax returns that could result in donors owing taxes on gifts they thought were tax-free. Part of the problem: Many...
After Control, The Most Important Part Of An Estate Plan May Be The Memories
Estate planning is all about control; control over our decisions and finances, both during life and after our death. After control, the second most important part of an estate plan may be the memories. Memories of the lives and experiences we have shared...
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