Estate Planning Blog

It’s always a wise call to update your estate plan after you get married (or remarried) and whenever you welcome new children into your family. If yours is a blended family, you’re not alone! About 1 in 6 American kids lives in a blended family....

Are your assets safe from identity theft? Do you know how to recognize an estate planning scam? October is National Cyber Security Awareness month, so before the month ends, we'd like to remind you to make sure your accounts are protected.  Far too many people have fallen...

  The weather is starting to be cooler in the mornings, and many of us are looking forward to going hiking again. Even better, the leaves are starting to change color. Imagine it—you’re out watching an Arizona sunrise while aspens and sycamores decorate the landscape. Soft...

An advance directive is a legal document that describes your personal preferences for medical care. They are meant to protect your best interests if you're ever in a position where you're unable to speak for yourself. Living wills, medical powers of attorney, and DNR orders...

Over two-thirds of adults will require long-term care during their senior years. So let's talk about in-home care options for seniors in Mesa and the surrounding areas. Deciding where and how you want to receive care is all about your personal comfort. Many people prefer...

If you’re a business owner and you’ve created something successful from the ground up, it’s a great point of pride. You want to make sure it’s well cared for and remains in the best hands if you’re unable to run it someday.  Many people pass on...

Here in Arizona, temperatures often shoot up into the triple digits. When it gets that hot, it’s not safe to exercise outdoors, especially for adults in their senior years. You already know you need to be careful out there - that’s why you’re here looking...

Yes, a trust can own an LLC. In fact, placing your LLC in a trust is often a smart move.  When you put your LLC in a trust, you can combine the protections that both entities offer. For example, an LLC will keep your personal assets...

Every adult needs a will, whether they're 18 or 78, whether they're making their own way or they're already a millionaire. You see, a will isn't just about deciding who gets your savings account or your house or your comic book collection after you die....

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