Blog
Why Your Married Joint Revocable Living Trust May Be Out of Date
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…
Read MoreGo See Les Miserables at Berger Center for Performing Arts This Weekend!
This past Saturday I had the privilege to see Arizona Onstage Productions of Les Miserables, with its ALL-TUCSON cast. I was blown away. The voices, especially the…
Read MoreThe Future of Caregiving in the United States
With Americans living longer than ever before, many of us will eventually require long-term care. It has been estimated that half of all women, and one in…
Read MoreLittle Jason
Don’t leave your life insurance death benefit to your estate. Fred purchased a $1 million term life insurance policy after he married Mary, naming her as beneficiary.…
Read MoreThankful for Integrity and Character
I recently spoke with my twelve-year-old son, Corey, about what it means to have integrity and character. As part of our conversation, I read a passage from…
Read MoreDon’t Make These Three Big Mistakes When Choosing Your Life Insurance Death Beneficiaries
The choices you make when choosing your life insurance beneficiary can have disastrous consequences down the line. Here are three mistakes I’ve seen as an estate planning…
Read MoreShould College Football Players Be Paid?
After watching ESPN Gameday’s panel discussion recently on whether college football players should be paid, I thought I’d write a little off-topic this time. Those who favor…
Read MorePossession is Nine-Tenths of the Law
Before attending law school, I worked for the Navy. Jack Cabana, then a mentor and colleague, once told me a story that ended with the following quote:…
Read MoreTake a Close Look at a Your Keyboard
Ever take a close look at a keyboard? Why are the “j,” “k,” and semicolon under your primary fingers and why place the “e,” “n,” “t,” and…
Read MoreDivorced? Have You Put Your Estate Planning Affairs in Order?
Many divorced people overlook the need to plan their affairs differently after the divorce. “Mary” divorced her husband while her three children were minors. Understandably, she did…
Read MoreLessons the Average Person Can Learn from Whitney Houston’s Will
Sometimes we have the opportunity to learn from the mistakes of others. While the lives of Hollywood stars may be very different from those of average Americans,…
Read MoreHow Much of an Estate Should I Have Before I Need an Estate Plan
HOW MUCH OF AN ESTATE SHOULD I HAVE BEFORE I NEED AN ESTATE PLAN? I am often asked how much net worth a person should have before…
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