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Breast Cancer & Legacy Planning

It’s Breast Cancer Awareness Month and thankfully we have made a lot of solid progress towards saving the lives. In general, the prognosis for most women diagnosed with Breast Cancer has improved greatly. Let’s pause and celebrate that, keeping in mind that no one should rest on progress — THE FIGHT CONTINUES. Anyone over the

National Estate Planning Awareness Week 2019

Editor’s Note: We were thrilled to featured in My News Mesa.Com in 2017 to spread the word about NEPAW. This is an updated excerpt. See the full original article by clicking HERE. You may have heard me say more than once that an estimated 56 percent of Americans do not have an estate plan in

The Opioid Epidemic: Using Targeted Trusts

The Opiod Epidemic is back in the news, and is still far reaching in our communities across the country as ever. Every day, more than 115 people in the United States die after overdosing on opioids according to the National Institute on Drug Abuse. In 2016, more Americans died due to opioid overdoses than car

Why Unmarried Couples Need Estate Planning the Most

If you have ever watched Judge Judy on TV, you may have heard the iconic judge tell couples who have been living together “without the benefit of marriage” that courts are not designed to handle the legal ramifications of “setting up shop” together. Yet it is happening more and more. For many reasons, older couples

Protecting Beneficiaries with Trusts

We are seeing more and more that our nation is struggling with mental illness with the acknowledgment of maternal mental health issues and climbing suicide rates for all ages. The latest public casualty is from American Royalty, the granddaughter of RFK, Saoirse Kennedy Hill. The 22 year old was found unresponsive from an apparent overdose at

10 Non-Financial Estate Planning Issues to Consider

Here are 10 important topics to consider when estate planning — good conversations to have with your spouse (if you have one). I am happy to help you navigate these choices — call for more information. Healthcare: Who will make decisions if you can’t? Pets: Who will care for them when you are gone? Wisdom: Which

What is a Power of Attorney?

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).