Keystone Lawfirm and Wealth partners

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 […]

Continue Reading

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 […]

Continue Reading

Chandler, Arizona Summer Golf – Hot Prices through August

Posted on: June 2nd, 2017 by Sheryl Keeme   Life Changes  |  Uncategorized

Sure It’s Hot, but What a Bargain! If you are an avid golfer but the price tag of hitting the links limits your play when the weather is cool and beautiful, you can play to your heart’s content on far less when the mercury hits 100+ degrees. With Father’s Day coming up, we thought we’d […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading

Carry The Valuable Lessons and Memories Forward for Generations

Posted on: October 31st, 2016 by Sheryl Keeme   End of Life  |  Life Changes

We all want to leave something in this world that will be remembered for generations when we’re gone. A sense of meaning and purpose becomes even more valuable as we all grow older. Whether you have children or grandchildren, the roads we have taken and the lives we have led can become very important to […]

Continue Reading

Funeral Pre-planning: Know your FEDERAL rights and don’t overspend…

Posted on: September 16th, 2016 by Sheryl Keeme   End of Life  |  Estate Planning  |  Life Changes

Funeral pre-planning can be tricky but it can also be a wiser choice rather than waiting. Imagine there was only one food store in town. The only time you were allowed to shop there is two days after you ate your last bit of food. Think the store owner could sell you anything he wanted […]

Continue Reading

Here is some new help for Financial Caregivers

Posted on: August 30th, 2016 by Sheryl Keeme   Health Care Decisions  |  Life Changes  |  Probate  |  Uncategorized

Are you now or do you expect to help an elderly parent or relative manage his or her finances? Have you been giving a power of attorney? If you answered yes to any of these questions, you have both legal and ethical obligations in your role as a fiduciary. What are they? As a fiduciary, […]

Continue Reading

Divorced and 50: Fixes for a Carefree Retirement

Posted on: July 27th, 2016 by Sheryl Keeme   Life Changes  |  Retirement

Divorce is never a happy subject. The emotional impact on a family can take months or even years to heal. Another pain that many do not learn about until it is too late is the potentially dangerous effect of divorce on retirement plans. Folks over 50 who divorce often experience a loss of income that […]

Continue Reading

Why doesn’t the Maricopa County Assessor’s Office ID my Trust as the owner of my home?

Posted on: June 17th, 2016 by Sheryl Keeme   Life Changes  |  Trusts

When folks come in to have their estate plan completed, a living trust is a tool we use with nearly every homeowner.Sometimes, despite the fact that we have filed all of the necessary government paperwork, the Assessor’s Office continues to list a home under the original names. Why? There are two possible reasons for this. […]

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