Update Your Estate Planning Documents Now

    By: Walter L Henderson Practical Pointer from firsthand experience:    Perhaps 28 years to revisit your estate planning documents is just too long (especially if you have reached your 94th birthday). Case Scenario: “Jane” who due to  natural, physical and/or mental deterioration could not modify, change or amend any of her current estate planning documents because she lacked the requisite legal capacity to do so. Sometimes “putting off till tomorrow” is not the best idea especially when you might Read More

This ‘free lunch’ will scare you, cost you.

  By Phoebe L. Harris Over the past two weeks, we have had over a dozen phone calls from clients who received something in the mail from an outfit in the Phoenix area who is to be hosting a “free” lunch seminar in Green Valley in the very near future. The clients who called were scared, panicked and upset to read that their “Will cannot effectively transfer title of their property upon their deaths without being probated” [paraphrasing the actual Read More