It seems like the end of the year always has a way of sneaking up on you. One day you’re making summer vacation plans, and the next you’re wondering how it’s already December. And just like the year flies by, life can change in the blink...
Most people think that trusts are only for the wealthy, or perhaps for families with complicated relationships. And while trusts are very useful in these situations, in reality, they can benefit just about anybody. Every year, our clients use trusts to keep their estates out...
When you think about your children’s or grandchildren' s future, you probably picture milestones like birthdays and graduations. You might even imagine them with spouses, careers, and families of their own. And it’s natural to want to leave them an inheritance that will help them...
.If you’re ever injured in an accident and you’re lying unconscious in the hospital, is there anyone who is authorized to make decisions about your medical care? Do you trust your emergency contact to know what you would want? If you have strong opinions regarding healthcare,...
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...