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 …
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 …
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 …
The $32 Million Dinosaur That Sparked a Family Legal Battle
A Dinosaur Worth $32 Million, and a Family Battle Behind It. When most people think about fossils, they imagine history buried beneath the ground. But the story of Stan, a …
Don’t Let Your Points Die With You
Have you ever stopped to think about what happens to your credit card points and airline miles when you’re no longer here? People spend years building up rewards for flights, …
The Estate Planning Conversation Most Families Avoid
Estate planning is more than documents, it’s peace of mind for the people you care about most. One of the biggest decisions you’ll face is whether to share your plan …
Life Estate for Your Home: Is It the Right Choice for You?
A home is often one of the most valuable assets a person will ever own. When it comes to ensuring that your home passes to the intended person or group, …