Keystone Lawfirm and Wealth partners

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‚Äôs government assistance programs. A Special Needs Trust can work extremely well when it is drafted to […]

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What Happens When You Die without a Will in Arizona?

Posted on: June 12th, 2017 by Sheryl Keeme   Uncategorized

More than 55 percent of adult Americans have no form of a Will or Estate Plan. With these kinds of statistics, the chances are good when someone dies, the family struggles to locate a will. If you have had this happen to a family member, chances are you know how challenging the situation can be […]

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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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What IS a Conservator? What you need to know…

Posted on: June 5th, 2017 by Sheryl Keeme   Estate Planning  |  Probate  |  Uncategorized

A conservator is a person who has been appointed by the courts in Arizona to conserve the assets of another person. A person who has become unable–either permanently or temporarily–to make his or her own financial decisions may have a conservator named to help them pay bills, manage finances and assure they are not taken […]

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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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Everyone Needs a Comprehensive Power of Attorney – Here’s Why

Posted on: May 18th, 2017 by Sheryl Keeme   Estate Planning  |  Uncategorized

Here are the Top Five Ways a comprehensive power of attorney is the best option. 1. You can choose who will make your decisions, not the court. When you have a signed power of attorney, and you become incapacitated and are unable to make decisions, the agent you name can step into your shoes and […]

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Is an Arizona holographic will valid?

Posted on: April 17th, 2017 by Sheryl Keeme   End of Life  |  Uncategorized

What is an Arizona holographic will? An Arizona holographic will is a handwritten document that is dated and signed by the person who is stating their wishes. Arizona probate law makes it very clear that this is a valid will. All you have to do is hand write your wishes, date, and sign the document. […]

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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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Three ways to mess up your children’s inheritance

Posted on: March 1st, 2017 by Sheryl Keeme   Uncategorized

Did you know that the majority of people who inherit a retirement plan liquidate the assets immediately? It’s true. It is estimated that as many as 80 percent want access to the cash right away to pay bills, take a vacation and of course, pay Uncle Sam.When the heirs liquidate the retirement plan right away, […]

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