9 Reasons to Update Your Estate Plan, 2020 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

Developing a COVID -19 Pet Plan: 3 Easy Steps

We’ve been focusing a lot on estate planning for people during the COVID-19 crisis and rightly so. With more than 50% of the population without estate planning documents, it seems necessary. But it is also important to have a plan when it comes to your pets, especially if you live alone. We’ve written about Pet

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

Why Advance Directives are Essential: NHDD

Next week (Tuesday the 16th) is National Healthcare Decisions Day (NHDD). Why is such a day necessary or even important you might be thinking? According to a 2003 article by the US Agency for Healthcare Research and Study: Less than 50 percent of the severely or terminally ill patients studied had an advance directive in their medical

Don’t Leave Your Health & Welfare Decisions in “Jeopardy”

When Alex Trebek announced his cancer diagnosis, my first thought was that I hoped he had taken care of his legacy planning so he could concentrate on beating his disease and spending quality time with his family.

Estate Documents in the Cloud

So, if you visited me and created one or more of the following documents, I have some good news. The state of Arizona helps you store these documents safely and at no charge. Save These Arizona Advance Directives Online AND for Free: Medical/Health Care Power of Attorney Mental Health Care Power of Attorney Living Will

The Law of Unintended Consequences

Just before the holidays we shared a post about Muhammad Ali’s son from online source Meaww.com. The report claimed he “is ‘penniless’ and ‘has no plans for Christmas’ except looking for odd jobs.” The article went on to explain that the late heavyweight champion’s son had expected to inherit $5 million after the boxing legend

New Year’s Resolution: Update your Estate Plan

Happy New Year! We are just a week in and many of us have started our New Year’s Resolutions. Number One on the list seems to be to get healthier and number two seems to be more organized. May I add a third?  If you’ve invested in an estate plan for your family, this is