When Nuns Go Rogue: How to Avoid Squatter Drama in Your Estate Plans
Ever heard of the nuns who were excommunicated but refused to leave the convent? It’s like the ultimate squatters’ rights case! But here’s the thing — if you have family …
Meet the Change-Makers: Jewish News Unveils Inaugural 18 Under 50 Honorees of 2025
In a celebration of passion, purpose, and community impact, Jewish News of Greater Phoenix is proud to unveil the inaugural class of 18 Under 50—a dynamic group of young Jewish …
What You Need to Do Before Your Disabled Child Turns 18
When your special needs child is under the age of 18, you, as their parent can make most, if not all decisions, on their behalf. However, when your child turns …
Estate Planning Meme
One of my clients recently shared a meme about estate planning that made me chuckle. It said: “Please pull the cord if I can’t have a Manhattan, a Chardonnay, or …
A Lesson from Gene Hackman’s Tragic Final Days
Gene Hackman, a Hollywood legend, and his beloved wife, Betsy Arakawa, spent decades building a life together in Santa Fe, New Mexico. But when tragedy struck, their carefully curated world …
Private Annuities: A Hidden Gem in Estate Planning
When it comes to estate planning for high-net-worth individuals, private annuities can be a game-changer. This lesser-known strategy offers a unique way to transfer wealth while minimizing estate taxes, providing …
48% of Trust Matters End in a Dispute
Did you know that 48% of trust matters end up in a dispute between the trustee and the beneficiary? That’s nearly half! A well-structured estate plan can prevent misunderstandings, reduce …
The Estate Planning Dilemma of Hilma af Klint
Hilma af Klint was a groundbreaking artist, creating mesmerizing abstract works long before many of her male contemporaries received recognition. Yet, even decades after her passing, a battle over her …
Is Roth Conversion Part of Your Estate Plan?
A Roth IRA isn’t just a smart retirement strategy—it can also be a powerful estate planning tool. Unlike traditional IRAs, Roth IRAs offer tax-free growth, tax-free withdrawals, and no required …
What if You Found 44,000 Shares of Stock?
A client of mine recently discovered 44,000 shares of stock her late husband purchased years ago. While she’s grateful to have found them, she’s left wondering: ➡️ Why didn’t she …