Should you store your estate planning documents in a safe deposit box?

Written by Stephanie Watkins, Estate Planning ParalegalFor years legal professionals have advised their clients to store their estate planning documents in a safe deposit box. Safe deposit boxes have always been one of the best document storage solutions: the documents are kept safe from theft or fire and when the lessee of the box is…

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Does Having a Trust Prevent a Future Probate?

A key reason many want a revocable living trust is to avoid probate, the often cumbersome and sometime expensive legal process to retitle a deceased’s assets.  I once heard probate described as “a lawsuit, against yourself, for the benefit of those who want your stuff.”  Many are told that having a trust avoids probate.  While…

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National Estate Planning Awareness Week: October 19-25, 2020

This week is Estate Planning Awareness Week! No.  You don’t need to go to Hallmark to get a card.   However, once you have set up your Trust or Will plan, it is easy to assume that you have checked estate planning off of your list forever, but life is ever changing. What may seem…

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COVID-19 Response from the Law Office of David I. Karp, PLLC

Our office will be following best practices regarding self-quarantines during the COVID-19 outbreak: We are open during normal business hours and are scheduling virtual meetings for clients who prefer or do not feel well. If you feel sick, please do not come to the office. Let us schedule a virtual meeting for you instead. As some of…

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The Hunchback of Notre Dame

My son Corey is performing in the musical The Hunchback of Notre Dame this coming Friday, Saturday and Sunday.  The show is at the Berger Performance Arts Center at the Arizona School for the Deaf and Blind on Speedway Blvd.  The leads are local professionals—Corey is in the ensemble—and the performance is incredible. Tickets are…

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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…

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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…

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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…

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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…

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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…

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