A Promise Isn’t a Plan
When your spouse says you’ll be taken care of… make sure you both mean the same thing. Too many families discover the truth when it’s already too late. If you’re …
Single Purpose Trusts
Just helped a client set up a single-purpose trust so the friend he supports will be cared for—even if he’s gone. If you rely on someone’s help (or help someone …
Tony Bennett’s Trust Battle
Tony Bennett’s estate fight is a cautionary tale for families with valuable brands royalties, art, or memorabilia. In 2016 he signed a will and trust that split wealth among his …
She Said No to Quitting Unless There’s a Trust Fund
Quit Your Job and Be a Mom”—Wealthy In-Laws Demand, But She Won’t Budge Without a Trust Fund One woman’s stand for financial security is sparking viral debate online. When love …
“I Love Legacy!” – What Lucille Ball Can Teach Us About Smart Estate Planning
When you think of Lucille Ball, you probably picture her wide-eyed comedic genius in I Love Lucy, grape-stomping chaos, or her unforgettable “Vitameatavegamin” commercial. But behind the laughs and that …
What the Kentucky Derby Can Teach Us All About Wills, Trusts, and Planning for the Future
Each May, the Kentucky Derby dazzles the nation — a two-minute race wrapped in months of preparation, glitz, and high-society tradition. For many elite attendees, it’s not just a horse …
Why Powers of Attorney, Wills, and Trusts Matter Now More Than Ever — Especially for Immigrant Families
A recent case out of Phoenix has highlighted just how serious the U.S. government is becoming about enforcing immigration laws—even reviving obscure statutes from the 1940s. In what appears to …
Red Flags When Hiring a Professional to be Your Trustee
When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are …
Best Estate Planning & Trust Administration Law Firm
Vote for us as the Best Estate Planning & Trust Administration Law Firm in the Valley! Each year, AZ Foothills Magazine highlights the community’s favorites, and I am honored to …
Why You Should Put Your House in a Trust
I read an article last week that there are more millionaires in Scottsdale now than ever before. Yet, every week I see luxury home purchases made in personal names, not …
