Keystone Lawfirm and Wealth partners

Funding Your Trust: What You Need to Know

Posted on: February 19th, 2018 by Sheryl Keeme   Trusts

The person who creates a trust is called a trustor or a settlor. Once the ink is dry on a trust document, the trustor may think their work is over. Not true. The trust is just like an empty vessel that needs to be filled up. If you’ve created a trust, here’s what you need […]

Continue Reading

3 Reasons to Use a Living Trust

Posted on: February 5th, 2018 by Sheryl Keeme   Estate Planning  |  Trusts

Many estate plans include at least one trust. They’re a common estate planning tool and, for some people, they provide solutions to common problems. Depending on your needs, there are three reasons you might want to use a living trust. Anatomy of a Trust While there are different types of trusts, most trusts are set […]

Continue Reading

Add a Trust Protector to Your Estate Plan

Posted on: January 8th, 2018 by Sheryl Keeme   Estate Planning  |  Trusts

In the heat of summer, we don’t just protect ourselves with a ball cap or a little zinc oxide on our noses. No, we add extra layers of protection. We avoid dehydration by drinking more water. Too hot to go outside? Head inside for some deliciously cold AC. And sunscreen protects our skin from sunburns […]

Continue Reading

Will a Spendthrift Provision Help My Beneficiaries?

Posted on: December 29th, 2017 by Sheryl Keeme   Estate Planning  |  Trusts

People usually have the best intentions when deciding who will get their property after they’re gone. Good estate planning can give a sense of contentment, satisfaction, and peace of mind. But taking a long, hard look at your heirs may cause some people to cringe a little. Can their loved ones really handle getting large […]

Continue Reading

Three Things a Will can’t do

Posted on: July 3rd, 2017 by Sheryl Keeme   Trusts  |  Uncategorized

Wills are an integral part of a good estate plan. Yet as an estate planning and probate law firm, we often recommend a plan that is built on a living trust. In fact, we offer a free monthly seminar that we call a Living Trust Seminar. The reason we do this is because, in most […]

Continue Reading

Arizona Special Needs Trusts: What You Need to Know

Posted on: June 20th, 2017 by Sheryl Keeme   Trusts  |  Uncategorized

A special needs trust is an ideal tool for managing care for a disabled family member. When structured correctly, it can provide such supplemental items as therapy, companions, education or respite care for caregivers without interfering with the beneficiary’s government assistance programs. A Special Needs Trust can work extremely well when it is drafted to […]

Continue Reading

“A Will is All I Need”

Posted on: June 7th, 2017 by Sheryl Keeme   Trusts  |  Uncategorized

Should you choose a will or trust? When it is time to arrange for your final wishes to be carried out and for laying out instructions for disposing of your real estate and personal property, you can choose a will or a trust. Both documents will get the job done but are executed very differently. […]

Continue Reading

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 […]

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

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 […]

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