Blog

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…

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…

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…

…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…

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…

I have often said that estate planning is important, but is not urgent—at least until it’s too late. We often take much for granted, especially our health.…

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. …

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,…

For those of you who enjoy watching kids perform, my son Corey has several upcoming shows the next few weeks. He performs for Kids Unlimited at their…

We are pleased to announce that our law firm has been named the 10th fastest growing firm in the country by Law Firm 500. Law Firm 500…

Many of you know that I’m a big college football fan. I especially enjoy when sports can show the best of humanity. Please enjoy the following video…

I will be presenting a shortened version of my Ten Gruesome Estate Planning Mistakes presentation in two weeks at Frey Financial’s September educational event.