Keystone Lawfirm and Wealth partners

When Do You Need a Guardianship?

Posted on: October 17th, 2017 by Sheryl Keeme   Guardianship  |  Life Changes

Sometimes it’s easy to notice that someone needs help, while other times it just seems to creep up on you. One day, you or a loved one is fine. The next day you notice that bills go unpaid, homes are left unlocked, medicine isn’t taken on schedule, or food burns up on the stove. If […]

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Arizona Living Trusts

Posted on: October 16th, 2017 by Sheryl Keeme   Uncategorized

Your life has a lot of moving parts. You may be juggling funds between bank accounts, investments and retirements funds. Or maybe you’ve moved recently or bought property in Arizona. It may be time to talk to your attorney about Arizona Living Trusts. What is an Arizona Living Trust? Living trusts, also known as revocable […]

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Raising Expectations While Lowering Taxes: 2017 Tax Reform

Posted on: October 13th, 2017 by Sheryl Keeme   Business  |  Income Tax  |  Law Updates  |  Taxes

In 2016, American taxpayers made one message loud and clear: it’s time to deflate our bloated tax code. Actions in D.C. have raised expectations for many Americans that upcoming tax reform will lower their tax burden. Goals President Trump campaigned on many issues, including the need for tax reform that lowered the burden on middle […]

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The Two-Home, Two-State Family and Your Estate Plan

Posted on: October 12th, 2017 by Sheryl Keeme   Estate Planning

People who own homes in more than one state face more legal issues. Dual residency will even affect how your estate is settled. How will being a two-home, two-state family affect your estate planning? Residency is usually defined as “where a person lives.” But where someone maintains a “permanent home and substantial connection” is their […]

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3 Important Estate Planning Talks to Have with Your Family

Posted on: October 11th, 2017 by Sheryl Keeme   Estate Planning

Talking about death is never easy. However, at Keystone Law Firm, we’ve seen what happens when families don’t talk about their final arrangements. We believe there are three important estate planning talks you should have with your family. 1.         Estate Plans. You don’t have to tell your loved ones every detail about your estate plans […]

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When the Circle is Broken: Tips for Cutting Someone Out of Your Will

Posted on: October 10th, 2017 by Sheryl Keeme   Estate Planning

Families are sometimes compared to a circle, a never ending connection of love and support. There’s even an old gospel hymn called “Will the Circle Be Unbroken.” Though the hymn refers to the family reuniting in heaven, sometimes it’s necessary to ‘break the circle’ here on earth by no longer associating with someone or by […]

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Who Can Witness an Arizona Will?

Posted on: October 9th, 2017 by Sheryl Keeme   Estate Planning

We sign important documents throughout our adult lives – employment agreements, rental contracts, marriage licenses and so on. Some of these documents must be signed before a government official or notary public. A Last Will and Testament, one of the most important documents you will ever sign, requires two witnesses. But do you know who […]

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Guardianships vs. Conservatorships

Posted on: October 6th, 2017 by Sheryl Keeme   End of Life  |  Estate Planning  |  Life Changes

Sometimes people need assistance taking care of their physical needs or paying their bills. In Arizona, as in many states, guardianships or conservatorships can be put in place to assist those in need. But what is the difference between the guardianships and conservatorship? How will you know which one is the right thing to do? […]

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What is Your Small Business Succession Plan?

Posted on: October 5th, 2017 by Sheryl Keeme   Business  |  Estate Planning

Being a small business owner is hard. You’ve worked long and hard to get where you are. After your business is successful, it’s time to think about what would happen if you want to retire or if you can no longer make business decisions. It’s time to create a business succession plan. What happens when […]

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Pay Your Beneficiaries Instead of Uncle Sam

Posted on: October 4th, 2017 by Sheryl Keeme   Estate Planning  |  Taxes

You’ve worked hard all your life and accumulated a nice house, bank accounts, and valuable personal property. And you’d like as much of this as possible to go to your family, right? Most people would rather pay their beneficiaries. And not Uncle Sam. Unless you plan carefully, though, some of the money you want to […]

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