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

Estate Plan: Party of One

Estate Plan: Party of One We often hear how hard it is for clients to choose from various family members to execute an estate plan, but what if you are single and without children (at least nearby)? “About 35.4 million Americans lived alone in 2016, comprising 28.1 percent of all U.S. households, according to the

Three Documents Your 18-Year-Old Needs, 2020 Edition

Spring Break is almost upon us. Here in Arizona, as kids turn 18, they are considered adults and parents don’t have the same legal authority to make choices for them any longer. If your 18 year old is temporarily or permanently unable to make choices (due to an illness or injury), no one would be

College Readiness Estate Package Drawing for IPad Mini 2

Right now all across the East Valley, even across the country, parents are shopping and packing their kids up to send them off on their own for the first time in most cases. Sending your 18+ kiddo off to college is stressful enough without worrying about all the “what if’s.” We believe having the right

Summertime Means Travel, But Are You Really Prepared?

Summer Vacation is a family’s happy place. When mom says be sure to pack all the essentials and make sure you have thought of everything, I guarantee she probably didn’t mean Estate Planning. Yet, when you go to “Fly the Friendly Skies” or Road Trip to that amazing National Park, this added level of protection

A Comforting Gift for Your Special Needs Child

You’ve heard me repeatedly talk about how important an estate plan with a will, trust and living wills, etc., is to your family should the unthinkable happen.  During this season of giving, make yourself a promise to either create or update your plan to be sure that your children, especially any with special needs, are

Estate Planning Basics for New Parents

You’re a Mom & Dad. What Now? Congratulations! You have experienced one of life’s true miracles! You have had a baby! It is truly amazing, but with ALL of the little details that are oh, so important in the here and now, thinking of your son or daughter’s future is probably not top of mind.

Three Documents You Need When Your Son or Daughter Turns 18

As you probably know, most states have laws that teens come “of age” at 18. This means that even though you are Mom or Dad, your child is considered a legal adult and you will no longer have the same rights to access to his or her medical and financial records.   For many parents,