Blog
So Happy Together…
Many of our clients come to our firm not just for an estate plan, but as part of a larger goal to get serious about their finances and protect their assets and family. An estate plan is a HUGE step toward that goal, but it is only one step. Other steps include being...
“Second Childishness and Mere Oblivion”
Shakespeare wrote about the seven ages of man, in which he describes the human journey from helpless child to adult and back to helpless child again: “…Infant, schoolboy, lover, soldier, justice, pantaloon, and second childhood, ‘sans teeth, sans eyes, sans taste,...
Medicaid Fact and Fallacy: Shouldn’t You Know the Truth?
Health Care is one of the Obama Administration’s pet projects, and ever since President Obama took office there has been a lot of media attention and speculation about the national health care system and what changes (for good or ill) may be in store. Of course, the...
Avoid Caregiver Burnout
Many of our clients provide care for elderly loved ones; some even providing constant, around the clock care. Care giving is a demanding, overwhelming, and often grossly under-appreciated job. In addition to giving up their own time and interests, caregivers have to...
Answers to Frequently Asked Questions About Wills and Trusts
It is human nature to want to be as informed as possible before making big decisions, and although we all know how important it is, the decision to create an estate plan is a BIG one. Most people like to do a little research and asking around before putting themselves...
Not All Healthcare Directives Are Created Equal
Google is getting into the healthcare industry. Google recently made it possible for individuals to store their healthcare records online through their Google Health Records Management Service, a move that has met with mixed reviews. Even more recently, Google Health...
Talking Taxes Now Brings Big Savings Next April
Everyone knows that March and April are tax season, when everybody scrambles to get their taxes done, mailed off, and out of mind for the rest of the year; but according to this article from Reuters the taxes you pay in April can be significantly lower if you take the...
Sharing the Nest When Adult Children Fly Home
If you have adult children then you know that it’s more than just credit limits and investment accounts that have been affected by the slow economy; companies also are tightening their belts, and people of all ages are finding it harder to get (or keep) jobs. As a...
Who Needs An Estate Plan?
The recent unveiling of Michael Jackson's will has brought up a lot of questions about wills, trusts, and estate planning: Why is his will so short? Does this mean it doesn't work? Where is all his money going? And then there's the statement that makes any estate...
The Party You Plan But Can’t Attend
Every good will or trust will say something about paying the executor’s “final expenses,” otherwise known as funeral and/or memorial costs. As a small portion of what can sometimes be a very large and intricate document, this “final expense” clause can seem...
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Scottsdale, AZ 85260