Cardinals Larry Fitzgerald Revised Will Due to COVID

Here is a sentence that will stop you in your tracks and make you think: “[Larry] Fitzgerald is a 37-year-old professional athlete. Strong. Committed. In peak physical condition. And COVID-19 had him revising his will.” (EJ Montini, Arizona Republic)   The future hall-of-famer spent 13 days in quarantine after testing positive for COVID-19 on Thanksgiving. He

What is a Power of Attorney and Why It’s Important, Especially Now

With the COVID virus starting to make a second surge across the United States, including here in Arizona, 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

Chronic Illness & Estate Planning

Last week Sean Connery passed away in his sleep at age 90 after suffering from dementia. One in three seniors dies with Alzheimer’s or another dementia, according to the Alzheimers Association. “He was a model of a man. It is going to be very hard without him, I know that. But it could not last

9 Reasons to Update Your Estate Plan, 2021 Edition

Examining and potentially updating your estate plan may be called for this year more than ever. Estate plans are a work in progress – you don’t just sign them and forget them. This is especially true in a volatile election year (like this one) when change is almost certain and the pandemic still has yet

Why Patriot’s Day is a Reminder to Plan

“On this day… 19 years ago 246 people went to sleep in preparation for their morning flights. 2,606 people went to sleep in preparation for work in the morning tomorrow. 343 firefighters went to sleep in preparation for their morning shift. 60 police officers went to sleep in preparation for morning patrol. 8 paramedics went

Guest Post: Maintaining Your Estate, A Simple Guide to Storing Art, Antiques and Collectibles

Guest post: Storing art, antiques and collectibles can be stressful, since these items are very delicate. This guide can help you plan properly. If you are a passionate collector, then your antiques do not only hold material value, but they also have sentimental value and they are part of you (and your estate). Therefore, if

COVID-19 Estate Planning: A Journey, Not a Destination

Estate Planning is a Journey, Not a Destination, Especially During COVID-19 A lot of people are contacting me because they are scared of COVID-19 and want to be prepared just in case. They come because they know they should act responsibly, but the problem that has kept them from making an appointment before continues to

Coronavirus (COVID-19) and Estate Planning 2020

In the last few years various polls have proven that at least half of our population does not have any kind of estate planning in place. Reasons range from being misinformed to just not wanting to deal with thoughts about death. Totally reasonable. Except, and forgive my bluntness, people die every day even when the

Guest Post: Relocating Your Elderly Loved One

Providing care to our parents as they age and then in the final stages of their lives looks a lot different than it did in the past. That’s because shared living (when two or more adults who are not romantically involved live together) is on the upswing. “Adults who live in someone else’s household typically

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Guest Post: Financial Mistakes to Help Seniors Avoid After the Death of their Spouse

Seniors who have lost their spouses are going through the process of grieving, but life around them continues to move forward. As nice as it would be for them to focus on adjusting to life without their spouse by their side, there are various financial matters they must face. During such an emotionally charged time,