Can you guess what any successful business, large or small, has in common with the seamless and efficient administration of someone’s estate? Give up? The answer is that they both have a capable, responsible, trustworthy person at the helm. The Importance of a Personal Representative to Your Estate Plan. When you pass away, someone [...]
When you are browsing through the art galleries in Uptown Sedona, do you ever stop to wonder, if you buy that stunning original artwork, knowing your husband is going to absolutely kill you when he finds out how much it cost, what would happen to it if you die without a will? It is a [...]
Let’s say you understand how important it is to have an estate plan, and you made your New Year’s resolution to get one put in place. That’s wonderful! Now, what steps can you take to make sure that your estate plan will be successful? Here are three tips that may help you. Hire [...]
One of the saddest and most controversial cases touching upon the area of estates and trusts is the right-to-die case of Theresa Marie (“Terri”) Schiavo. The Terri Schiavo Right-to-Die Case As you may know, on February 25, 1990, Terri Schiavo, who lived in Florida with her husband, Michael, suffered a heart attack. Terri had never [...]
The New Year is the perfect time to resolve to change your life for the better. That is why most of us make New Year’s resolutions to get to the gym and get in shape. But as we all know, buying the new outfit is the best part of that resolution. Our resolve to get [...]
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 [...]
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 [...]
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 [...]
