You may have heard of a Power of Attorney, but you may not really know what it is or why it is such a valuable estate planning tool. So let’s look at the power behind a Power of Attorney. What is a Power of Attorney? A power of attorney is a legal document that gives [...]
Maybe you can install your own adobe tile floors, make your own Mata Ortiz pots, teach yourself a foreign language, and improve your golf game on your own. But when it comes to preparing your estate planning documents, this is no do-it-yourself project. Save Yourself Money and Headaches: Hire Competent Estate Planning Counsel. The problem [...]
We’ve all heard the saying, “you get what you pay for.” That is so true when it comes to estate planning documents. More Than Just Forms. Estate planning requires a lot more than just filling out a form. Don’t get us wrong, the forms are important, but putting together a comprehensive plan requires careful thought, [...]
We are frequently asked what the difference is between a will and a trust. Both are important estate planning tools but they serve different purposes. A will and a trust can work together to create a complete estate plan. To find out how wills and trusts can work for your estate planning needs, consult with [...]
A lot of people think that estate planning is only for the wealthy. This just not the case. No matter what size estate you have, it is important that you have an estate plan for during and after your life. In fact, while the wealthy may have more property to protect, estate planning can be [...]
Here in beautiful Sedona, we have stunning sunsets, plenty of heat, gorgeous Red Rocks and amazing views. But in the land of estate planning, we’ve got wills and trusts. A will, as you know, is a legal document (“last will and testament”) that states your final wishes and gives instructions about how to divide up [...]
Ever wonder what documents you need to make an estate plan? While there are many different types of legal documents that can help you plan how your affairs will be handled in the future, there are 5 basic documents that any estate plan should include. At a minimum, every estate plan should include: 1. A [...]
When it comes to estate planning matters, you may have heard that it is wise to avoid probate, but you might not really know how or why. What is Probate? As you probably know, when you die, your “estate” (money and property) gets divided up and distributed to your surviving family members (your “heirs”). Probate [...]
Many people believe that estate planning is just for the retired and the rich. This simply is not so. Estate planning is for everyone. It does not matter how young or old you are, or how much money you have— it is critical that you have a Lifetime Estate Plan. Why? Because you do not [...]
Many families have loved ones who have special needs: Autism, Downs Syndrome, Bipolar disorder, Schizophrenia or some other type of debilitating physical, mental, or developmental disability. As much as we love our family members, sometimes it can be emotionally very challenging to care for the ones in these particular circumstances. For some families it makes [...]
