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Your Will and Specific Gifts: Best Practices

Posted on: October 3rd, 2017 by Sheryl Keeme   Estate Planning

Your Last Will and Testament is one of the most important documents you will ever sign and, better yet, you get to decide what goes into it! When it comes to specific gifts – who gets what – it all comes down to what you want. What’s the best way to make sure everyone knows […]

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Love After 65 – Boomer Marriages Can Trigger a Life Plan Review

Posted on: October 2nd, 2017 by Sheryl Keeme   Estate Planning  |  Life Changes

Blended marriages are very common today, especially among baby boomers. And with those new marriages come a lot of decisions – where will the wedding take place, where will they live, who does what around the house. One thing people may forget is that they need to review their financial accounts and life care plans. […]

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5 Critical Estate Plan Documents for College-Bound Kids

Posted on: September 29th, 2017 by Sheryl Keeme   Estate Planning  |  Life Changes

For many college-bound kids, this is the first time they’ve lived away from their parents. It’s an exhilarating and frightening time with lots of new experiences and things to learn. Preparing for death or impairment is not nearly as fun as decorating your first dorm room. But even young people need estate planning to make […]

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The Out-of-State Executor

Posted on: September 28th, 2017 by Sheryl Keeme   Uncategorized

When someone dies, of course, they don’t take their possessions or money with them. Instead, their property is distributed according to the terms of their Will, trusts, and other estate planning documents. An executor takes on the responsibility of fulfilling the last wishes of a deceased person and a lot of work might need to […]

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Procrastination and National Estate Planning Awareness Week

Posted on: September 27th, 2017 by Sheryl Keeme   End of Life  |  Estate Planning  |  Life Changes

Sometimes it seems like procrastination is our national pastime. We often add tasks to our to-do-lists, then ignore them. If you’ve been putting off putting together a plan to handle your estate, you’re not alone. Well, National Estate Planning Awareness Week is the week of October 16. What better time to give your life care […]

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Legally Avoid Probate with Advanced Planning

Posted on: September 26th, 2017 by Sheryl Keeme   Estate Planning  |  Probate

Wouldn’t it be great if your family didn’t have to go to court to settle your estate? It’s possible to legally avoid putting your estate through probate or at least simplify the process. It just takes a little advanced planning on your part and some help from a qualified Arizona estate planning lawyer. Here are […]

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The Complete Package – Docs That May Be Part of Your Estate Plan

Posted on: September 25th, 2017 by Sheryl Keeme   Estate Planning

People often talk about estate planning. We even hear about it on the news, especially if someone’s plans have gone wrong. But what does the term really mean? What kinds of documents might make up the complete estate planning package? Last Will and Testament We usually just say “Will” when talking about someone’s Last Will […]

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Do I Need a Power of Attorney?

Posted on: August 11th, 2017 by Sheryl Keeme   End of Life  |  Estate Planning  |  Health Care Decisions  |  Life Changes

It can be confusing knowing which planning documents are needed for what and which are needed, when. The thing is, most documents must be done before you ever need them. It is when you need them, and they are not done or are not done correctly, that you learn it is sadly, too late. No […]

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Digital Assets and Estate Planning: Don’t Forget This Part!

Posted on: August 7th, 2017 by Sheryl Keeme   Estate Planning  |  Life Changes

Digital assets represent a growing portion of Americans’ estates. Fewer than 40 percent of Americans have their estate plans done and even fewer take the time to arrange for their digital assets. Today’s American spends an increasing amount of time and money online leaving behind a path of information that could be very valuable. Including […]

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DNR Facts and Info for Arizonans

Posted on: July 28th, 2017 by Sheryl Keeme   End of Life  |  Health Care Decisions  |  Uncategorized

If you have created your living will then you likely have done some soul searching and made some difficult decisions. Many adults use a DNR or have decided that if they suffer an illness or health event that renders them unable to breathe on their own or unconscious with a heart that has stopped, they […]

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