Keystone Lawfirm and Wealth partners

When Do You Need a Guardianship?

Posted on: October 17th, 2017 by Sheryl Keeme   Guardianship  |  Life Changes

Sometimes it’s easy to notice that someone needs help, while other times it just seems to creep up on you. One day, you or a loved one is fine. The next day you notice that bills go unpaid, homes are left unlocked, medicine isn’t taken on schedule, or food burns up on the stove. If […]

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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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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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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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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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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 […]

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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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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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