Breast Cancer & Legacy 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

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).

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

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

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

Summertime: Read This Before You Go On Vacation or Off to College

This Memorial Day, one of my clients was acknowledging a loss of her own (in addition to the loss of many brave men and women who fight for our country). It marked the 20th anniversary of the loss of her brother while away on vacation on the Colorado River in Laughlin, Nev. Despite the years,

Thinking of Becoming an Organ Donor?

Thousands of Arizona residents are currently waiting for donated organs, so the need is great. If you are interested in donating, here are the steps you can take: Join approximately 3.3 million on Donate Life Arizona and Register. The site is not only a wealth of information, but you can register so that in the

Three Documents Your 18-Year-Old Needs, Updated

It’s almost April 1st but this is NO joke. 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

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