Why Your Married Joint Revocable Living Trust May Be Out of Date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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Go See Les Miserables at Berger Center for Performing Arts This Weekend!

August 13, 2014

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…

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The Future of Caregiving in the United States

March 31, 2014

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…

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Little Jason

January 8, 2014

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.…

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Thankful for Integrity and Character

November 27, 2013

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…

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Don’t Make These Three Big Mistakes When Choosing Your Life Insurance Death Beneficiaries

October 23, 2013

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…

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Should College Football Players Be Paid?

September 27, 2013

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…

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Possession is Nine-Tenths of the Law

May 28, 2013

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:…

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Take a Close Look at a Your Keyboard

April 18, 2013

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…

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Divorced? Have You Put Your Estate Planning Affairs in Order?

May 30, 2012

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…

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Lessons the Average Person Can Learn from Whitney Houston’s Will

April 24, 2012

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,…

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How Much of an Estate Should I Have Before I Need an Estate Plan

March 3, 2012

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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