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Even Presidents Need Estate Planning

Posted on: April 3rd, 2018 by Sheryl Keeme   Estate Planning

The President of the United States is often considered one of the most powerful people on earth. Maybe the stress of serving in the office caused some of the presidents to ignore things like writing an effective Will. But, as George Washington and Abraham Lincoln found out, even presidents need estate planning. George Washington – […]

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Arizona’s Probate System

Posted on: April 2nd, 2018 by Sheryl Keeme   Probate

A state court system devotes time and energy into handling cases for its citizens. That includes probate cases. For example, Arizona’s probate system provides systems and forms for people to settle their estates. While the term “probate’ typically refers only to the administration of a Will, probate courts also handle other matters involving the settlement […]

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Qualities to Look for in a Trustee

Posted on: March 30th, 2018 by Sheryl Keeme   Trusts

At some point in your estate planning, you’ll need to choose who will serve as personal representative or agent. If you’re establishing a trust, of course, you’ll need a trustee. When it comes time to name names, will you know what qualities to look for in a trustee based on their responsibilities? Willingness to Commit […]

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Trust-Based vs. Will-Based Estate Plan

Posted on: March 29th, 2018 by Sheryl Keeme   Estate Planning  |  Trusts

The names really say it all, at least on the surface. A “will-based” plan is, of course, based on a Will. And a “trust-based” plan revolves around a trust. No surprises there, right? But when it comes time to develop or update your estate plan, do you know which one is right for you? The […]

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Power of Attorney: Different Powers for Different Purposes

Posted on: March 28th, 2018 by Sheryl Keeme   Estate Planning

Legal documents can be similar in name, but different in action or scope or time. For example, a power of attorney is a powerful legal document. It’s recommended that your comprehensive estate plan include a durable power of attorney and a health care power of attorney. When the time comes it’s important to know which […]

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National Caregivers Day: Tackling a Tough Job with a Smile

Posted on: March 27th, 2018 by Sheryl Keeme   Estate Planning

Caregivers come in all shapes and sizes. They take on responsibility and provide much-needed assistance in so many ways. Whether picking up meds or helping with daily living activities or making sure that bills have been paid, many caregivers give it their all with a smile on their face. Remember, caregivers have needs, too. The […]

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Do I Need a Lifetime QTIP Trust?

Posted on: March 26th, 2018 by Sheryl Keeme   Trusts

You may not spend a lot of time thinking about Lifetime QTIP trusts. In fact, it’s very likely you’ve never heard of one. However, for the right person, this type of trust can be a very powerful tool that helps cement your legacy with your family. But, first, you need to know a little more […]

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Brighten Someone’s Day: National Shut-In Visitation Day

Posted on: March 23rd, 2018 by Sheryl Keeme   Uncategorized

Imagine being confined to one or two rooms, with few visitors. Sound like a recipe for loneliness? It is. Yet, even though we realize the reality of life for shut-ins, we often overlook opportunities to brighten their lives. February 11th is National Shut-In Visitation Day. Can you take a few moments from your day to […]

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Should I Use Facebook’s Legacy Contact Option?

Posted on: March 22nd, 2018 by Sheryl Keeme   Estate Planning

More than one billion people have Facebook accounts. So, there’s a good chance you have an account. Like many other digital assets, Facebook accounts live on after we’re gone. But you can choose how you want your accounts to be managed after your death. For example, Facebook offers a convenient option for the management of […]

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Arizona Life Estate Deeds: Automatic Transfers to Your Heirs

Posted on: March 21st, 2018 by Sheryl Keeme   Estate Planning

Sometimes we just want things to happen fast: instant coffee, internet download speeds, high speed rail. The need for speed even invades our estate planning. Heirs want their inheritance, and they want it now. The automatic transfer of assets to beneficiaries is easier to accomplish with tools like the Arizona life estate deed. A typical […]

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