Keystone Lawfirm and Wealth partners

Arizona Special Needs Trusts: What You Need to Know

Posted on: June 20th, 2017 by Sheryl Keeme   Trusts  |  Uncategorized

A special needs trust is an ideal tool for managing care for a disabled family member. When structured correctly, it can provide such supplemental items as therapy, companions, education or respite care for caregivers without interfering with the beneficiary’s government assistance programs. A Special Needs Trust can work extremely well when it is drafted to […]

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What Happens When You Die without a Will in Arizona?

Posted on: June 12th, 2017 by Sheryl Keeme   Uncategorized

More than 55 percent of adult Americans have no form of a Will or Estate Plan. With these kinds of statistics, the chances are good when someone dies, the family struggles to locate a will. If you have had this happen to a family member, chances are you know how challenging the situation can be […]

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“A Will is All I Need”

Posted on: June 7th, 2017 by Sheryl Keeme   Trusts  |  Uncategorized

Should you choose a will or trust? When it is time to arrange for your final wishes to be carried out and for laying out instructions for disposing of your real estate and personal property, you can choose a will or a trust. Both documents will get the job done but are executed very differently. […]

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What IS a Conservator? What you need to know…

Posted on: June 5th, 2017 by Sheryl Keeme   Estate Planning  |  Probate  |  Uncategorized

A conservator is a person who has been appointed by the courts in Arizona to conserve the assets of another person. A person who has become unable–either permanently or temporarily–to make his or her own financial decisions may have a conservator named to help them pay bills, manage finances and assure they are not taken […]

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Chandler, Arizona Summer Golf – Hot Prices through August

Posted on: June 2nd, 2017 by Sheryl Keeme   Life Changes  |  Uncategorized

Sure It’s Hot, but What a Bargain! If you are an avid golfer but the price tag of hitting the links limits your play when the weather is cool and beautiful, you can play to your heart’s content on far less when the mercury hits 100+ degrees. With Father’s Day coming up, we thought we’d […]

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Vacation! Legal Documents you Should Take

Posted on: May 24th, 2017 by Sheryl Keeme   Estate Planning

Before you head out of town for the summer, make sure you have your legal affairs in order and the correct legal documents with you. What would happen if you didn’t make it home? The best way to make sure your loved ones would know what to do if you didn’t make it home, is […]

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Maximizing your Social Security Benefits

Posted on: May 23rd, 2017 by Sheryl Keeme   Income Tax  |  Retirement  |  Taxes

People are living much longer today and collecting social security longer than in previous generations. And in many cases, women outlive men. Those who are in their 60s can elect to receive their retirement benefits earlier or later. Each month, 10,000 Baby boomers are turning 65. For those who have diseases that are known to […]

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Everyone Needs a Comprehensive Power of Attorney – Here’s Why

Posted on: May 18th, 2017 by Sheryl Keeme   Estate Planning  |  Uncategorized

Here are the Top Five Ways a comprehensive power of attorney is the best option. 1. You can choose who will make your decisions, not the court. When you have a signed power of attorney, and you become incapacitated and are unable to make decisions, the agent you name can step into your shoes and […]

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Probate Cost is HOW MUCH?

Posted on: April 25th, 2017 by Sheryl Keeme   Probate

When practicing probate for more than 10 years, changes in the rules about probate cost become more about “when” they will happen and not “if”. Now in 2017, the courts are guided by some very general rules. To sum it up, there’s no limit to Probate cost or fees. Arizona goes by a “reasonable fee” […]

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Gift Taxes: How much can I give away without paying this?

Posted on: April 19th, 2017 by Sheryl Keeme   Taxes

There are two freeways to make gifts without incurring gift taxes. The first one is the annual exclusion on the second one is your lifetime exclusion. It’s 2017 so you can gift $14,000 this year to as many people as you want using the annual exclusion. Plus, you can gift your full lifetime gift exemption […]

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