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

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

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).

6 Estate Planning Myths Debunked

US News and World Reports wrote an excellent blog post detailing the six most common estate planning myths people face when dealing with estate planning. I thought I would share the list with you because it is a great reference: A will can oversee the distribution of all my assets. FALSE A will is perfect for making

Just $70 for 5 Estate Planning Essentials for College Bound Teens

Now through the end of August 2020, I will be offering the documents ALL 18+ year-olds (regardless of what they are doing after high school) need for just $70: Healthcare Power of Attorney, Living Will, Mental Healthcare Power of Attorney, Durable Financial Power of Attorney and a separate HIPPA (if needed). I normally charge $275+

An Ounce of Prevention is Worth a Pound of Cure

An acquaintance told me recently that her mother is being taken advantage of by her son. It was a heart-wrenching story for sure. Unfortunately, due to circumstances I can’t elaborate on, I was not able to help her mother with any preventative measures. Perhaps the saddest part about her situation is that fixing the problem

DIY Estate Planning: Have You Really Taken Care of Everything?

Just this week I visited a man (let’s call him “Rick”) in the ICU. What started out as a nice spring motorcycle ride with his buddies, turned into a life-threatening accident when Rick suddenly lost control of his bike. He was rushed to the nearest trauma hospital and after a few surgeries, he woke up