What is the Difference Between a Will-based plan and a Trust-based plan? This question arises frequently: what IS the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for the family about what is best for all. A Will-based plan is an estate plan that does not include…
DetailsFrom San Diego to NYC, from our own home in Phoenix to Florida, many, many people are homeless, indigent and broke. You can see them line up at shelters, near the beach and in parks begging, pushing carts and sleeping in public. Sadly, they are throw-away people. When they die in the streets, what happens?…
DetailsWhen we talk about retirement, most of us are still thinking about our parents’ retirement and how they did – or did not – plan properly for it. It’s no big stretch to think that our retirement will differ significantly from that of our parents, but there are still lessons to be learned from them…
DetailsMatters Of Death & Incapacitation Are Hardly Lively Topics For The Thanksgiving Dinner Table Yet, while it can be uncomfortable to talk about estate planning matters with family, it does affect everyone. Open, honest discussions can truly help and are an important element of getting things in order. No one recommends this discussion happen at…
DetailsBlended families have grown over the years and there are more and more families choosing to prepare estate plans that will address their STEP-grandchildren or STEP-children exactly the same as their natural-born children. The Question Of Whether Stepchildren Are Considered Descendants With Regards For Trust Provisions Is A Question That Arises Often To explain Arizona…
DetailsIt Is True That Not Everyone Is Active On Facebook Yet Many Have Accounts Whether They Use Them Or Not With its 1.49 billion users, Facebook has provided a path for users’ family members or personal representatives to stage an exit from the popular social media platform. An important part of working with people to…
DetailsIt’s Simple To Remember The Large Donations You Make Year After Year—You Simply Review Your Bank Records Right? But what about those smaller, cash donations you make to your friend’s walk-a-thon or outside the grocery store? Intuit offers a free app that you can easily download onto your smart phone, Ipad or other mobile device.…
DetailsPutting THIS Off Until Tomorrow Could Cost You Or Your Family BIG! As we grow older, being prepared just seems to come more naturally. We have learned (some of us the HARD way) that eliminating surprises or at least reducing them means cost savings and less agony. It doesn’t matter whether you are talking about…
DetailsYour kids have gone and you are looking ahead to a happy, retired life in a home that you want to reflect the way you live. Who Do You Call To Help You Redesign Your Home For Healthy Aging? Jeannette Knudsen Allied ASID and her Gilbert firm Design for a Lifespan LLC helps people create…
DetailsWe At Keystone Law Firm Love To Introduce Our Audience To Businesses In The Community That We Know, Like & Trust While most of us do not have a “relationship” with a cemetery, it is good to know that someday, when it is needed, you know a little about the providers nearby. Ron Schuler of…
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