Keystone Lawfirm and Wealth partners

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 […]

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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 […]

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“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. […]

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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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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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Trust Mistakes Revealed: What can happen? PLENTY!

Posted on: March 7th, 2017 by Sheryl Keeme   Trusts

You discover your spouse has a serious chronic illness and after recovering from the shock, you begin thinking of your future and your documents. The only thing you have is an old will you paid $150 for when your kids were in preschool. After you ask around a little, you get in front of an […]

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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. […]

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Do your kids spend every dime as fast as they get it? A trust is what you need.

Posted on: June 7th, 2016 by Sheryl Keeme   Trusts  |  Uncategorized

Every parent sets out to be sure their children understand the world of finances and how to manage them. The truth is, MANY times these efforts just don’t stick. Even more frightening, is that besides being unwise in handling money, sadly there are often tragic situations where substance abuse, mental problems or partners involved and […]

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