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Estate Planning

One of the Most Important Legal Actions to Take Right Now

One of the Most Important Legal Actions to Take Right Now  As you know, the COVID-19 pandemic means nothing is the same. Arizona has implemented a “stay-at-home” order to limit exposure.  This means it is time for us to consider longer term precautions.  Last week, we relayed a sad situation that emphasized the necessity of …

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Lack of Healthcare Directive Leaves Fiancée Without Answers

Lack of Healthcare Directive Leaves Fiancée Without Answers This week I heard a tragic story from a colleague whose client recently lost her fiancé to COVID19.  He was hospitalized and the hospital was on lockdown.  She could not even enter the hospital. He was alone to fight the disease. Sadly, she wasn’t listed on the …

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STILL FLOATING AROUND

STILL FLOATING AROUND After making my checklist for planning and having Traice make hers, we realized we need to help our families get organized – even those resistant to making plans. Please start to discuss with your parents, even if they are resistant.  Let your parents know that you are worried that if something happens …

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UNCHARTERED WATERS

UNCHARTERED WATERS We are deep into our navigation of unchartered waters…Are you prepared?  This is my checklist (I am not in the at-risk category): Personal needs. Plan in case I get sick. Updated estate plan and inventory. Updated work-out plan (that gym has never been closed – thank you to my coach and gym for …

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CONGRATULATIONS! You are a new parent. We can help you protect your most precious asset.

CONGRATULATIONS! You are a new parent.  We can help you protect your most precious asset. As you await the new baby, you plan for everything.  You become an expert planner!  You schedule birthing classes, plan the new nursery, start looking at preschools and schools.  There are so many things to think about while you await …

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How Shopping Around for An Estate Plan Could Leave Your Family With an Expensive, Unintended Mess

We understand that sometimes shopping around is a good thing. Maybe you’ve gone so far as to get “three estimates” on products and services in the past. That may be a great idea for some products and services for your house, car, etc.; but it is not always the best way to pick a great estate …

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