Blog

Don’t Fall for This Common Beneficiary Designation Misunderstanding

October 27, 2015

Whether you have an estate plan or not, it’s almost a certainty that you have some assets (e.g., an IRA, life insurance, etc.) that will rely on…

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Do You Treat Your Estate Plan Like a Commodity?

July 27, 2015

Many people think of estate planning as something to check off a list. Need a will? Check. Financial power of attorney? Check. Health care directives? Check. Living…

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Corey Will Be Performing This Weekend

May 27, 2015

Many have asked me to share when my fourteen year-old son Corey will perform so you can see him dance and sing. With that in mind, I…

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Might Your Estate Planning Accidentally Disinherit Your Grandchildren?

April 29, 2015

Joe and Mary created a revocable living trust during their lifetime to avoid probate and protect their only daughter Cindy and their two teenaged grandchildren. They thought…

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If it’s on the Internet, It Must Be True…Right? (Part II)

February 5, 2015

Rather than asking whether you have more than the arbitrary $3 to $4 million in assets, here is a better and rarely asked question to ask to…

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If it’s on the Internet, It Must Be True…Right? (Part I)

February 4, 2015

While the Internet has been a great resource and improved the quality of our lives in many ways, in one way, it has not been good. An…

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Martin Luther King, Jr.’s Children Battle in Court Over His Bible and Nobel Prize

January 23, 2015

Here’s an interesting yet article about how Martin Luther King Jr.’s children are fighting in court over his Bible and Nobel Prize.  Sadly, this probably could have…

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Avoiding Taxes Is Not Wrong!

January 7, 2015

I found this passage on avoiding taxes very interesting and want to share it with you. In a famous legal opinion, US Supreme Court Justice Louis D.…

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6th Annual Spirit of Christmas

December 3, 2014

As some of you may know, my 13 year-old son Corey is a dancer.  His dance studio puts on a Christmas show each year.  This year’s show…

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In The Spirit Of Thanksgiving

December 2, 2014

In the spirit of Thanksgiving, I found this interesting link to the NY Daily News article about a 21 year-old who was killed in a fire, but…

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Kids Unlimited

November 5, 2014

As you may know, my son Corey is a dancer and performer.  He is a member of Kids Unlimited, which provides a safe stage for Tucson kids…

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Why Your Married Joint Revocable Living Trust May Be Out of Date

October 28, 2014

If you are married and have a joint revocable living trust, there’s a good chance your plan should be revised to help your children and beneficiaries avoid…

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