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What IS a Conservator? What you need to know…

Posted on: June 5th, 2017 by Sheryl Keeme   Estate Planning  |  Probate  |  Uncategorized

A conservator is a person who has been appointed by the courts in Arizona to conserve the assets of another person. A person who has become unable–either permanently or temporarily–to make his or her own financial decisions may have a conservator named to help them pay bills, manage finances and assure they are not taken […]

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Vacation! Legal Documents you Should Take

Posted on: May 24th, 2017 by Sheryl Keeme   Estate Planning

Before you head out of town for the summer, make sure you have your legal affairs in order and the correct legal documents with you. What would happen if you didn’t make it home? The best way to make sure your loved ones would know what to do if you didn’t make it home, is […]

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Everyone Needs a Comprehensive Power of Attorney – Here’s Why

Posted on: May 18th, 2017 by Sheryl Keeme   Estate Planning  |  Uncategorized

Here are the Top Five Ways a comprehensive power of attorney is the best option. 1. You can choose who will make your decisions, not the court. When you have a signed power of attorney, and you become incapacitated and are unable to make decisions, the agent you name can step into your shoes and […]

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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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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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We have a new president. Will the estate tax be repealed?

Posted on: November 9th, 2016 by Sheryl Keeme   Estate Planning  |  Income Tax  |  Law Updates  |  Taxes  |  Uncategorized

The small percent of people in this country whose assets would be subject to the US estate tax have been waiting for a Republican president for eight years who could finally repeal this tax. While getting this accomplished is still a difficult task with any president, but it will be a somewhat easier sell now […]

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What do Blended Families and the popular American Idol have in common?

Posted on: September 30th, 2016 by Sheryl Keeme   Estate Planning  |  Uncategorized

Blended Families–Beginning a new family brings many exciting firsts and even a few scary ones. There is even more to consider when the new arrival is blended with a blend of existing children. When children come together from both parents starting a new life together, challenges can emerge that should be addressed. You may remember […]

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