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Electronic Wills and Trusts Come to Arizona

Posted on: May 18th, 2018 by Sheryl Keeme   Estate Planning  |  Trusts

It’s an exciting time to be an Arizona resident! The legislature and Governor Doug Ducey just moved Arizona estate planning into the 21st century. How? By passing a law that gives people the option to add electronic Wills and trusts to their estate plans. The Bill Wills and trusts may now exist and be executed […]

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How to Register Your Advance Directive in Arizona

Posted on: April 17th, 2018 by Sheryl Keeme   End of Life  |  Estate Planning

Daryl’s family rushed to the emergency room when they got the call. He’d had a major stroke and was unable to communicate with anyone. His daughter remembered that Daryl mentioned signing estate planning documents. No one knew where he kept them, though, or the name of the attorney he used. Precious moments would have been […]

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Securing Your Legacy: Is a Dynasty Trust a Good Idea?

Posted on: April 14th, 2018 by Sheryl Keeme   Trusts

The word “dynasty” is all about family. In Dynasty, the dramatic television show from the 1980s, two families feuded over family and fortune. Ancient and modern political dynasties maintained power and control among leaders from one family. In estate planning, the word “dynasty” is used in connection with a trust created to keep money in […]

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How to Complete the Arizona MVD Beneficiary Form.

Posted on: April 13th, 2018 by Sheryl Keeme   Probate

Automobiles. Whether you’re a collector or someone who just uses them to get from Point A to Point B, they are a valuable asset. As with all property, cars will be handed down to someone after you pass away. One way to do this is using the Arizona DMV Beneficiary form. What are beneficiary designations? […]

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What Happens to Joint Debts When You Pass Away?

Posted on: April 12th, 2018 by Sheryl Keeme   End of Life  |  Estate Planning  |  Probate

Deborah and Thomas did just about everything together during their 42-year marriage. They ran a successful real estate agency, purchased homes together, and furnished those homes, and bought or leased numerous automobiles. When Deborah passed away last year, Thomas had the job of settling her estate. First, he looked at their joint debts – mortgages, […]

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How to Form a Limited Liability Company

Posted on: April 11th, 2018 by Sheryl Keeme   Business

So, you’ve decided to open a new Arizona business. Congratulations! Before you sell your first widget or help your first customer, though, you need to jump through some hoops. For example, you’ll need to decide which type of business entity you’ll operate. Will it be a sole proprietorship or a corporation? A partnership or a […]

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Don’t Have an Estate? What Would Happen if YOU Didn’t Make It Home Today?

Posted on: April 10th, 2018 by Sheryl Keeme   Estate Planning

We don’t like to think about it. But death happens. People of all ages die from accidents, leaving behind friends, family members, and an estate. We all have possession that could make up our estate assets when we pass away. If you haven’t done any estate planning, do you know what would happen if you […]

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How Wealth Management and Estate Planning Go Together

Posted on: April 7th, 2018 by Sheryl Keeme   Estate Planning

Jon and Margaret W. were what most people would consider well off. They had worked hard, scrimped and saved, and invested wisely to get where they are now. But their careful management did not include estate planning. Unfortunately, when they passed away, much of their wealth disappeared into piles of legal bills and estate taxes. […]

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What to Expect When Serving as an Elderly Person’s Guardian

Posted on: April 6th, 2018 by Sheryl Keeme   Guardianship

You may have noticed your neighbor, Clarence, is starting to have trouble taking care of himself. Sometimes he asks you for help, but other times you notice things like his trash piling up by the back door. Or maybe you see that his front door has been left open late at night. It may be […]

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How to Transfer Real Property to a Living Trust

Posted on: April 5th, 2018 by Sheryl Keeme   Estate Planning  |  Trusts

Jenna’s estate planning attorney suggested she create a living trust. It seemed like the best way for her to pass her property to her heirs. She was confused, however, when her lawyer said she had to ‘transfer’ her real estate to her trust. Wasn’t it enough just to create the trust? No, Jenna needed to […]

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