by kkpatton | Dec 17, 2020 | Estate Planning, Health Care Directives
Have you chosen who you’d want to be your health care agent? Making that decision can be tough, and making an informed decision is the best way to give yourself peace of mind. A health care agent can be someone in your family or even a friend. When choosing someone to...
by kkpatton | Dec 8, 2020 | Estate Planning, Health Care Directives
What is something that every person aged 18 and up needs? A health care directive! Also known as an advance directive. Now some of you may be thinking one of two things… What in the world is a Health Care Directive Or Why do I need one? Well, let me answer both...
by kkpatton | Jan 26, 2019 | Estate Planning, Living Trust
At our recent Legacy Night event, we talked with clients about ways to pass on more than their money. I am a firm believer that estate planning is about more than passing wealth to the next generation. It is also a time to pass on your wisdom – those intangible...
by kkpatton | Nov 5, 2018 | Business Planning, Estate Planning, Living Trust, Pet Trusts
In the past, estate tax was often the tail that wagged the estate planning dog. In today’s world, the estate tax exemption has grown exponentially, and affects a relatively small number of people. In Arizona, we do not have an Arizona estate tax, so for the vast...
by kkpatton | Oct 23, 2018 | Events
EMPOWERED LEGACY PLANNING GIVES BACK – Join us for a Hope Filled Holiday with Feed My Starving Children. At this time of year, we like to take some extra time to give thanks for all we have, which includes you! We are eternally grateful for our wonderful clients...
