Chronic Illness & Estate Planning

chronic illness estate planning

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 forever and…

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9 Reasons to Update Your Estate Plan, 2022-2023 Edition

Why should you update your estate plan

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 both an election year (like this one) when change is almost certain and because COVID, Flu and RSV…

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Why Patriot’s Day is a Reminder to Plan

9-11 Patriot's Day

“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…

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

estate planning and COVID

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…

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Coronavirus (COVID-19) and Estate Planning 2020

Estate planning during pandemic

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…

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Guest Post: Relocating Your Elderly Loved One

making your home comfortable for an 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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Best Places to Keep Real Estate Deeds

best place to keep real estate deeds

Real estate deeds (a.k.a. title or house deeds) are written legal documents that show who owns a certain property. A real estate deed records a chain of ownership – it is used to transfer a property from one owner to another. A real estate deed in your name proves that you hold legal ownership of the…

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Breast Cancer & Legacy Planning

Breast cancer awareness and legacy estate 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…

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National Estate Planning Awareness Week 2021

Frequently Asked Questions about estate planning services in Arizona

You may have heard me say more than once that an estimated 56 percent of Americans do not have an estate plan in place, making estate planning “a critically overlooked component of financial wellness.” In hopes of raising awareness, Estate Planning Awareness Week was created to educate the public about the importance of estate planning…

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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…

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