Legacy Planning Tip #13
The Holidays are a great time to think—and act upon—what you want to leave your family as part of your continuing legacy. Here’s a tip to consider… Legacy Planning Tip #13 Type up the origin of your family’s holiday traditions and why you chose to continue them. Store with all of your holiday decorations. Some […]
Legacy Planning Tip #46
The Holidays are a great time to think—and act upon—what you want to leave your family as part of your continuing legacy. Here’s a tip to consider… Legacy Planning Tip #46 Print out family pictures and label them with everyone’s names. If you’re in my generation or older, you probably still have a box of […]
Legacy Planning Tip #27
The Holidays are a great time to think—and act upon—what you want to leave your family as part of your continuing legacy. Here’s a tip to consider… Legacy Planning Tip #27 Write down a few of your famous family recipes. Make copies and include it in your Christmas cards this year. Like many people I […]
Traditions… Heritage… Legacy
“Legacy Planning” is usually interpreted as leaving money to your children and grandchildren. I think it means more. Our legacy can be leaving our children with rich family traditions, an understanding of our family heritage, moral values, and spiritual guidance. Our legacy can also be an estate plan that will keep family out of court […]
What We Do Works | Trust Plan | Cholewka Law
We’ve been doing estate planning long enough to see how our plans work when the unexpected happens. We are always sad to lose a client, but seeing how our plans help a family through a tragedy reassures us that what we do matters… and works. In May, we finished a trust plan including health care […]
Test your Arizona Estate Planning I.Q.
There are a lot of misconceptions about estate planning. Some are perpetuated online (everything online is true of course!) and some are because people don’t understand that different states have different laws. Take the following test to measure your Arizona estate planning I.Q.. Only people with a lot of assets or money need a […]
Even the Young Need an Estate Plan
Anyone over the age of 18 needs an estate plan. You are probably thinking that this is a bit excessive, but it is not. Even if you are young and/or don’t have much in the way of assets, it is still important to plan to protect your quality of life and the lives you leave […]
Will your child become Little Orphan Annie?
Be Prepared! Although I was never a Boy Scout, their motto rings true for all of us. I remember my early days of being a first-time mom and the effort and skill it took to pack the diaper bag. I never knew what to expect so I planned for every contingency… diapers, wipes, toys, extra […]
Attorneys Get Paid per Word! And Other Untruths…
Why is my trust so long? As an estate planning attorney who provides comprehensive, solution-oriented planning documents to clients, I get this question almost every week. I have to chuckle, knowing that in the olden days attorneys did get paid per word of each document they created. But not anymore. Most estate planning attorneys work […]
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 […]