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 […]
The Truth About Statutory Agents For Your LLC
I’ve had a few people that I’ve run into that have told me that have gotten their business documents by going online and doing it through Legal Zoom, or some other type of online place. That’s fine, but they’ve told me that they’ve also signed up for that same document place to act as their […]
Luck Has Nothing to Do With It
My husband’s family is Irish and I often feel luckier in March because of it. I feel in my bones that their Irish luck will rub off on me and I will somehow find my pot-of-gold. Or maybe just win a Final Four pool. Either way, those leprechauns got me thinking about how often we […]
A Trust Without Assets = Very Expensive Paper
One thing that sets Cholewka Law apart from most other estate planning firms is that we automatically do trust funding as part of our trust package. What is that you ask? Let me tell you WHAT trust funding is, as well as WHY it is so important. Creating a trust is a two-step process. I […]
Another Lesson From My Mom About Documents
My family (me, my husband, son, and mom) went to Colorado to visit my sister this summer. Several days into our vacation, my mom was not feeling well and asked to go the emergency room. She was in cardiogenic shock and was life-flighted to another hospital within hours. Now my mom volunteers at my law […]
Frequent Estate Planning Mistakes
Estate planning done right isn’t easy – that’s why there are lawyers and financial advisors who focus on helping people with their estates. http://gty.im/153349919 If you review your documents, ensure that they are signed and pick the right experts, you should do well, according to an article on cnbc.com. However, there are errors that people […]
To Tell or Not to Tell: Shedding Some Light on Your Estate Plan
I recently had a client (I’ll call James) share his story with me. James and his family watched his father become very ill. At a certain point, the doctors told his family they had to make a decision about whether to leave dad on life support or choose to end life-sustaining measures. James and his […]
Updating your Will with a Codicil
Executing a will is a great way to begin the estate planning process. However, it is important to continually update a will as your circumstances change. Marriage, having children or grandchildren, a major change in your finances, and the sale of a house are all examples of situations where it can become important to update […]
Why is the attorney asking for so much paperwork?
Many folks find the collection of the requested paperwork overwhelming. You may ask yourself, “Why does this matter?” The attorney is not asking you to collect documents that are arbitrary, everything the attorney is asking for is absolutely necessary to prepare your case properly. First, the attorney has a duty of due diligence. […]