Elder Law: Planning for Aging Parents Before a Crisis Hits
By the time a family calls me about an aging parent, it is often already an emergency: a fall, a hospitalization, a sudden diagnosis. Elder law planning is meant to …
Avoid Leaving a Mess Behind
We usually talk about estate planning in terms of what you want to leave behind: gifts, money, a legacy. Sometimes it is just as important to think about what you …
What Dolly Parton’s Estate Reminds Us About Planning Without Children
Dolly Parton’s passing at 80, leaving behind an estimated $450 million fortune, is a reminder of just how complicated even a well-planned estate can look from the outside. Parton and …
Free Webinar: Estate Planning for Special Needs Families
Free Webinar: Estate Planning for Special Needs Families If you’re a parent or caregiver of a loved one with special needs, I’d love to have you join me for a …
Client Changes Everything After Learning Family’s Plans
Here’s something I see more often than people expect: a family member finds out what their inheritance is actually going to be, and it changes everything. I met with a …
Nominated Again for Jewish News Readers’ Choice
I’ve been nominated again for Jewish News Readers’ Choice! I’m so honored to be nominated once more in this year’s Jewish News Readers’ Choice Contest. This recognition means the world …
Estate Planning for Young Families in Arizona: What You Need and Why It Matters
The Guardianship Question For parents of young children, the most urgent estate planning question is not about money at all. It is about who will care for your children if …
Crazy Family Stories NEED Estate Planning!
Every week, someone sits down in my office and says: I bet you have never heard anything as crazy as this. Every week, they are wrong. The truth is, estate …
What Happens in Arizona If You Die Without a Will?
Arizona’s Intestate Succession Laws When someone passes away in Arizona without a valid will, their estate is distributed according to the state’s intestate succession laws. These laws establish a fixed …
Estate Planning for Blended Families in Arizona
Why Standard Plans Fall Short The default estate plan leaves everything to the surviving spouse and then equally to children. For blended families this creates real problems. Assets left outright …