Do I Have Control of My Assets Once I Make an Estate Plan?
What are the state default laws and who really controls my finances or healthcare decisions if i’m not able to.
Financial Abuse: Minding Your $ and ¢
Financial elder abuse is a growing concern here in Arizona and nationally. It is estimated that at least five million seniors fall victim to financial elder abuse each year. Financial elder abuse is the illegal or improper use of a vulnerable adult or his/her financial resources for another’s profit or advantage. It includes deception, trickery, […]
Do You Have an Estate?
My business partner Shanna Tingom is a financial planner. She recently told me that one of her most frequently asked questions is, “What is the difference between a trust vs. an estate?” I actually hadn’t heard that one before. Shanna then told me the usual follow-up statement is, “I don’t have an estate.” Let’s clear […]
Two Documents You Need If You Have Minors
Becky Cholewka: I wanted to share the importance of two documents that you need to really consider making if you haven’t already done so. This is if you have minor children. The first document is a will. That’s because a will in Arizona is the only place where you get to name who raises your […]
How Not To Get Legal Advice
Becky Cholewka: I wanted to do a quick video on how not to get legal advice because, unfortunately, this is one of the biggest areas that I see a lot of people trip up on. A lot of people are getting legal advice from their tax person, their financial planner, their brother who lives in […]
Telephone Scam In Gilbert and Phoenix
Becky Cholewka: This is Josi in our office, and we were just recording another video about a scam alert that I’m aware of. Josi said after we turned off the video, “Hey, have you heard about this one? It just started happening to me.” I’m going to let Josi tell you about another scam that […]
Setting Up POD or TOD On Your Bank Accounts
Becky Cholewka says: I wanted to take a moment and give you a couple tips about your checking savings and brokerage accounts. One way to make sure these accounts avoid the probate process is to make sure you have a beneficiary listed on each of your accounts. That does not mean one beneficiary form per […]
How Often Should You Review Your Estate Plan?
Becky Cholewka: I always like assigning homework to my clients. It’s fun for me, because it’s something that somebody else has to do instead of me. One of the things of homework that I always assign is to make sure that my clients pick an important date, some date that they will remember, an anniversary, […]
How Often Should You Review Your Estate Plan?
Becky Cholewka: I always like assigning homework to my clients. It’s fun for me, because it’s something that somebody else has to do instead of me. One of the things of homework that I always assign is to make sure that my clients pick an important date, some date that they will remember, an anniversary, […]
Why San Tan Valley Home Owners Need To Check Their Deeds
Becky Cholewka: Hey, everyone. I just wanted to do another tip for today. We have been seeing a lot of deeds recently from people in the San Tan Valley area specifically, where when they purchased their home, their deed only said, “To husband and wife.” Which is absolutely fine in that they did convey interest […]
