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Three Liability Planning Tips for Physicians Anyone Can Use Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught with liability.  It’s not just medical malpractice claims either – employment related issues, careless business partners and employees, contractual obligations, and personal liabilities add to the risk […]

September 5, 2019

Estate Planning for Physicians

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Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start, and figuring out a savings goal for that trust is a key part to your planning.

August 9, 2019

Estate Planning: Funding A Special Needs Trust For Your Child

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If you’re nearing the big 6-0, don’t fret too much about getting old. After all, 60 is the new 40, right? There are many 50-and 60-year-olds who are in prime health and feel like they are just hitting their stride. Not to mention the often-forgotten benefits of getting older, like discounts at McDonald’s, Denny’s, Chick-fil-A and KFC.

August 8, 2019

What Should You Do When You Turn 59½?

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Estate planning can be tricky, which is why many people turn to attorneys to get the job done right.

August 7, 2019

Don’t Have A Will? Arizona Has One For You

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You might be amazed at some of the bizarre places that people put their documents. It would take you a month of Sundays to find the papers if the person had not told you where to look.

August 6, 2019

Finding Mom and Dad’s Important Documents

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Life insurance can offer income and saving options for the long term.

August 5, 2019

Life Insurance As Part Of Your Estate Plan

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Transfer on death (TOD) accounts can keep your estate planning intact, while keeping your beneficiaries out of court. If you’re among the 57% of adults who don’t currently have a will or trust, your family is likely headed to probate court.

July 25, 2019

How Transfer on Death Accounts Work

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If you’re a father, there’s a good chance you help manage your household’s finances and you may even play the dominant role. This may work well now, but what if something were to happen to you? Would your family be financially okay?

July 24, 2019

How Dads and Moms Can Make Sure Their Families are Protected

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Humans are great at avoidance. We don’t want to experience pain, be faced with unpleasant facts or deal with anything we consider to be too far in the future.

July 23, 2019

Can We Talk About Death and Dying Or Nah?

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The word ‘estate’ conjures images of great wealth, which may be one of the reasons why so many people don’t develop estate plans—after all, they’re not rich, so why make the effort? In reality, however, if you have a family, you can probably benefit from estate planning, whatever your asset level.

July 22, 2019

Prevent Problems Before They Happen

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