Keystone Lawfirm and Wealth partners

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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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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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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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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TODs and PODs: Advantages and Disadvantages

Posted on: April 4th, 2018 by Sheryl Keeme   Estate Planning

It seems like a great idea. Finding an easy way for your assets to be handed down to your beneficiaries is appealing. Transfer-on-death (TOD) and payable-on-death (POD) designations can do just that. However, you’ll need to know the advantages and disadvantages of using TODs and PODs before using them. Which One Do I Need – […]

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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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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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"Without counsel plans fail, but with many advisers they succeed." Proverbs 15:22