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Is an Arizona holographic will valid?

Posted on: April 17th, 2017 by Sheryl Keeme   End of Life  |  Uncategorized

What is an Arizona holographic will? An Arizona holographic will is a handwritten document that is dated and signed by the person who is stating their wishes. Arizona probate law makes it very clear that this is a valid will. All you have to do is hand write your wishes, date, and sign the document. […]

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Should my regular checking account be in my trust?

Posted on: April 14th, 2017 by Sheryl Keeme   Estate Planning  |  Trusts  |  Uncategorized

If you have a living trust, one of your most important steps in making sure your plan works correctly when it is needed is to have all of your assets properly funded into your trust. And I Mean, Everything. Some of your financial assets need to be owned by your trust and others need to […]

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What is a trust protector?

Posted on: April 12th, 2017 by Sheryl Keeme   Estate Planning  |  Life Changes  |  Trusts  |  Uncategorized

Have you heard the term “trust protector”? Perhaps you have never heard this or maybe you are researching this because someone suggested it to you. Either way, here is an explanation of what a trust protector is, and what its advantages and disadvantages are. If you are creating a trust of any kind, at a […]

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Studies show parents, children and families are too busy. Have you taken the time to name guardians for YOUR kids?

Posted on: March 28th, 2017 by Sheryl Keeme   End of Life  |  Estate Planning  |  Guardian Naming for Children

According to a Pew study of American families, children living in two-parent homes are more likely than not to grow up in a house where both parents work. Recent figures show more than half of these parents are both working full time. Combine this with kids’ activities and parents’ activities and there is little time […]

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Incentive Trusts – Tailor Your Trust to Your Beneficiaries

Posted on: March 21st, 2017 by Sheryl Keeme   Estate Planning  |  Trusts

One of the greatest things you can do for the people you love is to get your trust and estate plan correctly done. Besides making the grieving process more about grieving and not about courts and probate, getting your plan done correctly can help you to have some influence on your family members’ decisions, even […]

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Trust Mistakes Revealed: What can happen? PLENTY!

Posted on: March 7th, 2017 by Sheryl Keeme   Trusts

You discover your spouse has a serious chronic illness and after recovering from the shock, you begin thinking of your future and your documents. The only thing you have is an old will you paid $150 for when your kids were in preschool. After you ask around a little, you get in front of an […]

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Three ways to mess up your children’s inheritance

Posted on: March 1st, 2017 by Sheryl Keeme   Uncategorized

Did you know that the majority of people who inherit a retirement plan liquidate the assets immediately? It’s true. It is estimated that as many as 80 percent want access to the cash right away to pay bills, take a vacation and of course, pay Uncle Sam.When the heirs liquidate the retirement plan right away, […]

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Will President Trump eliminate the estate tax?

Posted on: February 10th, 2017 by Sheryl Keeme   Uncategorized

From one year to the next, what happens to the estate tax threshold, which is set today at $5.49 million per person, is anybody’s guess. And under the new president Trump, all bets are off as to the decisions and changes possible under his nontraditional presidency. Trump has explained that he wants to eliminate the […]

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Do I need to change my trust when I move to another state?

Posted on: January 23rd, 2017 by fsirvent   Estate Planning  |  Life Changes

The short (and correct) answer, is maybe. Only a qualified estate planning attorney in your new state can tell you for sure. Why? Tax laws may be different. Some states have different death taxes and if your old state didn’t deal with the new death tax, you are going to really upset your beneficiaries. Property […]

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Tax records: What should you keep and for how long?

Posted on: December 19th, 2016 by Sheryl Keeme   Income Tax  |  Taxes

Deciding which tax record documents to keep and which to shred can be a bit of a guessing game. Some keep every single piece of paper or file in the world and others tend to pitch things faster than they should. All documents are not created equal. Some must be kept longer than others; the […]

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