Heirloom Handoff: How to Pass On Family Treasures With Ease
When creating an estate plan, people are often only concerned with passing on the “big things” like real estate, bank accounts, and...
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Donna Jewett
- 4 min
3 Essential Documents Your New Grad Needs
It’s graduation season! With so much going on with your high school grad getting ready to leave home to attend college or pursue other...
Donna Jewett
- 4 min
Can You Afford To Make These Estate Planning Mistakes? - Part 2
Estate planning is easy to put off. It can be frightening to talk about plans surrounding death, old age, and potential disability. But...
Donna Jewett
- 3 min
Are These 3 Reasons Why You've Been Putting Off Estate Planning?
If you shared the reason with me why you've put off your estate planning today, I can promise you that I've heard the reason before at...
Donna Jewett
- 4 min
Avoid Leaving Your Children At Risk When Naming Guardians
If you are a parent with children under the age of 18, it’s important to plan ahead and make sure your children are taken care of in the...
Donna Jewett
- 4 min
An Extra Level Of Protection: Umbrella Insurance
Your traditional home or car insurance can protect you financially if you’re responsible for injuring someone or damaging their property....
Donna Jewett
- 6 min
Uniquely Safeguard Your Child's Inheritance With A Lifetime Asset Protection Trust
While most parents are planning to leave their children an inheritance of some amount, they also should think about what can be done to...
Donna Jewett
- 7 min
Last-Minute Moves to Save On Your Taxes For 2021
The countdown is on to file your taxes, with just 14 days away to either submit your return or request an extension. While timing is of...
Donna Jewett
- 7 min
Everything To Know About Probate in Arizona—Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...
Donna Jewett
- 5 min
What To Expect From Us: We’re Not Your Traditional Law Firm
Whether you’ve met with an estate or business planning lawyer before or it’s your first time, it’s important to understand how working...
Donna Jewett
- 3 min
5 Changes To Make To Your Estate Plan When Getting A Divorce
Even if the process is amicable, divorce can still be one of life's most stressful events. With so many major changes taking place, it’s...
Donna Jewett
- 3 min
You Planned Date Night - But Did You Forget This?
As we head into the third year of the pandemic, you’re considered lucky if you haven’t gotten sick. And it’s almost certain that you know...
Donna Jewett
- 5 min
One of The Greatest Gifts To Your Family Is The Plan For Incapacity
When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff...
Donna Jewett
- 5 min
Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. Is it in a trust?
Donna Jewett
- 8 min
Think You Are Too Young to Need An Estate Plan? Think Again
The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes...
Donna Jewett
- 5 min
2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated.
Donna Jewett
- 2 min
How Estate Planning Can Bring Blended Families Closer
Yours, mine and ours … in today’s modern family, it’s oh so common. We are discussing how estate planning can bring your family closer.
Donna Jewett
- 4 min
3 VITAL ESTATE PLANNING DOCUMENTS FOR HIGH SCHOOL GRADUATES
With the arrival of summer, young people across the country are about to reach a key milestone: high school graduation. If you have a...
Donna Jewett
- 2 min
CONSIDER THIS BEFORE YOU CREATE A WILL ONLINE
A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small...
Donna Jewett
- 2 min
QUESTIONS AND ANSWERS WITH DONNA
QUESTIONS AND ANSWERS WITH DONNA Q: What estate planning documents should my son, who just turned 18 and is planning to attend college in...