Is Estate Planning Tax Deductible? It’s that time of year where you are either really happy or really disappointed that tax season has recently ended. If you are wondering what is considered tax deductible, where to spend that tax refund, or is estate planning tax deductible; this article might help. Unfortunately, after the Tax Cuts...Read More
May 2025 Margaret’s Notes Spring is ending and Summer, in Arizona at least, begins. That means kids & college students are finishing up their Spring semester. We begin to think about the summer. Hopefully we have made some fun summer plans or are trying to figure them out and we can look forward to some...Read More
Do You Need an Attorney for Estate Planning With the deluge of AI software, is hiring an attorney necessary? Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful, especially when the stakes are low. Need a personalized meal plan or...Read More
Questions to Ask a Probate Attorney Who gets access to your digital assets account when you are dead? The ever-after of online accounts depends on state laws, the type of account involved, and the terms of service governing those accounts. Many people might be surprised to learn that an Executor or Personal Representative does not...Read More
What Documents are Needed for Estate Planning? Explaining Power of Attorney If you’ve ever considered planning for your future or helped someone plan for theirs, you’ve probably heard the term “power of attorney.” But, do you really know what it is? The terms “power” and “attorney” carry weight but may not mean what you think....Read More
When to Start Estate Planning How to Discuss Estate Planning with Your Parents Today, we’re diving into a topic that is absolutely crucial: when to start estate planning for your parents. As they elegantly navigate their golden years, ensuring their peace of mind and yours too, becomes a top priority. Whether they raised you the...Read More
April 2025 Newsletter We Never Wanted To Break Up With You… It’s almost the end of the first quarter of 2025. We’ve talked about our goals and resolutions for the year in earlier newsletters. Hopefully you are doing well with yours. I feel like I am doing reasonably well with mine and ours as a...Read More
Why Do People Avoid Estate Planning? Four Estate Planning Myths Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will – a 6% decline from 2023. The Ameriprise survey found that 52% of...Read More
Is It a Good Idea to Make a Will Online? A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a part of an integrated plan that ensures your family stays out of probate and out of conflict, when something happens to...Read More
HOW TO PROTECT YOUR LOVED ONES 5 Important Steps to Protect Your Family You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? We hear it all of the time from our clients and our own families. Gently reminding them about creating a...Read More
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