Stan Morris—rest in peace

I recently attended a funeral.  Stan Morris passed away suddenly on October 10, 2017 from complications arising out of a skydiving accident.  He was only sixty. I met Stan through his wife Kim—we are members of the Foothills Club, an organization that raises money for children’s charities in Tucson.  At the funeral, Stan’s grandsons and… Read More »

Don’t Let This Happen to You

People often think of estate planning as having documents, but this assumption misses a key point. It doesn’t matter if you have estate planning documents. It matters if they work the way you need them to when you need them to. An adult daughter called us desperate for help last week. Her parents were selling… Read More »

We Are So Blessed

We are so fortunate to have such wonderful clients. Recently we received a call from a mother and son. The mother was having surgery in the near future and needed to create a new Will and update her power of attorney. Fortunately, we were able to schedule her on short notice between other client appointments… Read More »

It’s Never Too Late…

…to get remarried.  Whenever I meet with a couple to discuss their estate planning, we nearly always discuss Elaine (your husband’s next wife).  Would it be a problem if your spouse remarried and assets intended for your children instead went to your replacement?  When I bring this up, I can’t tell you how many people… Read More »

Be Careful of Scams

Many people have recently received phone calls and messages from various scam artists. There’s the call from someone claiming to be an officer from the Internal Revenue Service. “The reason behind this call is to inform you that a lawsuit has been filed under your name and an arrest warrant has been issued.” I got… Read More »

The Dangers of Not Seeking Counsel

Sometimes people want to simplify how to pass their house to their children.  At the same time, many are hesitant to spend money to seek legal advice.  Unfortunately, these two factors can converge to create harmful results—often leading to the proverb “you get what you pay for.” A father wanted to leave his house to… Read More »

What You Don’t Ask Can Cost You

Here’s a true story I heard recently from a Phoenix colleague. A client wanted to invest her IRA in real estate, so she opened a self-directed IRA, which required forming an LLC in the process. (This is becoming more common in today’s investing environment.) The client later decided to remodel the property, and hired a… Read More »