Keystone Lawfirm and Wealth partners

The Two-Home, Two-State Family and Your Estate Plan

Posted on: October 12th, 2017 by Sheryl Keeme   Estate Planning

People who own homes in more than one state face more legal issues. Dual residency will even affect how your estate is settled. How will being a two-home, two-state family affect your estate planning? Residency is usually defined as “where a person lives.” But where someone maintains a “permanent home and substantial connection” is their […]

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3 Important Estate Planning Talks to Have with Your Family

Posted on: October 11th, 2017 by Sheryl Keeme   Estate Planning

Talking about death is never easy. However, at Keystone Law Firm, we’ve seen what happens when families don’t talk about their final arrangements. We believe there are three important estate planning talks you should have with your family. 1.         Estate Plans. You don’t have to tell your loved ones every detail about your estate plans […]

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When the Circle is Broken: Tips for Cutting Someone Out of Your Will

Posted on: October 10th, 2017 by Sheryl Keeme   Estate Planning

Families are sometimes compared to a circle, a never ending connection of love and support. There’s even an old gospel hymn called “Will the Circle Be Unbroken.” Though the hymn refers to the family reuniting in heaven, sometimes it’s necessary to ‘break the circle’ here on earth by no longer associating with someone or by […]

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Who Can Witness an Arizona Will?

Posted on: October 9th, 2017 by Sheryl Keeme   Estate Planning

We sign important documents throughout our adult lives – employment agreements, rental contracts, marriage licenses and so on. Some of these documents must be signed before a government official or notary public. A Last Will and Testament, one of the most important documents you will ever sign, requires two witnesses. But do you know who […]

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Guardianships vs. Conservatorships

Posted on: October 6th, 2017 by Sheryl Keeme   End of Life  |  Estate Planning  |  Life Changes

Sometimes people need assistance taking care of their physical needs or paying their bills. In Arizona, as in many states, guardianships or conservatorships can be put in place to assist those in need. But what is the difference between the guardianships and conservatorship? How will you know which one is the right thing to do? […]

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What is Your Small Business Succession Plan?

Posted on: October 5th, 2017 by Sheryl Keeme   Business  |  Estate Planning

Being a small business owner is hard. You’ve worked long and hard to get where you are. After your business is successful, it’s time to think about what would happen if you want to retire or if you can no longer make business decisions. It’s time to create a business succession plan. What happens when […]

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Pay Your Beneficiaries Instead of Uncle Sam

Posted on: October 4th, 2017 by Sheryl Keeme   Estate Planning  |  Taxes

You’ve worked hard all your life and accumulated a nice house, bank accounts, and valuable personal property. And you’d like as much of this as possible to go to your family, right? Most people would rather pay their beneficiaries. And not Uncle Sam. Unless you plan carefully, though, some of the money you want to […]

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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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