Estate Planning Blog

It's important to start talking about money when your kids are still young. The more they learn about how money works, the better they'll be at handling it when they're adults.  These conversations can be difficult, but shielding your children from financial matters will not do...

Every year, as the season of giving approaches, many people make donations to charitable causes. They participate in gift drives, support their local food banks, and renew their museum memberships. But for those who want to make an even bigger impact, funding a charitable trust...

What Happens If Someone Abuses Their Role As Power of Attorney? When someone takes on the responsibility of power of attorney, their job is to act in the best interests of the person who assigned them that role. But unfortunately, that’s not always what happens. Abuse...

In today’s digital world, you can usually find exactly what you’re looking for in a matter of minutes. But with the whole world at your fingertips, it’s even easier to find yourself caught up in a scam. Between identity thieves and inheritance tax scams, it’s...

From title fraud to telemarketing scams, there are all kinds of ways for criminals to steal  from the elderly. According to the FBI, elder fraud robs seniors of more than $3 billion dollars every year. Scammers are getting more and more sophisticated, and they can...

One of the most charming local sightseeing experiences in Phoenix is the festival of holiday lights. Here are some upcoming events that are fun for families with kids of all ages, couples looking for romantic date night ideas, and friends gathering to share a little...

It’s the season of giving, and we can’t think of a better way to give back than supporting our local community! You can help this year as well by donating to these Thanksgiving food drives around the Phoenix Valley. Whether you wish to donate food,...

Owning multiple properties can be a dream come true. Maybe you bought a vacation home in California and a ski cabin in Colorado, or you own rental properties in Florida. Property ownership can be an exciting venture, especially while you’re enjoying the benefits of your...

Losing someone you love is never easy. Between the shock, the sadness, and all the details that suddenly need your attention, it’s hard to know where to start. And there’s a long list of difficult tasks to tackle, like making calls to family and friends...

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