Tips For How To Avoid The Morbid Scavenger Hunt. PART: Two

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Let’s Recap! In Part One Of How to Avoid the Morbid Scavenger Hunt we talked about organizing information and how to do so. This week I’d like to continue our discussion and go over how consolidating your assets can help avoid this scavenger hunt. This tip might not...

How Can Estate Planning Put You In A Position Of Power?

by kkpatton | Feb 2, 2021 | Estate Planning, Health Care Directives, Living Trust, Trust Administration, Trust Maintenance

There are some scavenger hunts in life that you would just rather take a pass on. Unfortunately, sometimes you have no choice but to participate. It’s a sad reality that many people do not take the time to estate plan leaving it up to their loved ones to figure out...

You’ve Signed Your Advanced Directives, Now What?

by kkpatton | Jan 21, 2021 | Estate Planning, Health Care Directives, Irrevocable Life Insurance Trusts, Living Trust, Trust Administration, Trust Maintenance

It’s hard to get started on things that don’t come naturally or things that are unfamiliar. It can feel scary to get to work and take the time to create health care directives. Often, after these documents do get created they are left to get “dusty”. Health care...

Are You Prepared For A Medical Emergency?

by kkpatton | Jan 12, 2021 | Estate Planning, Health Care Directives, Living Trust, Trust Maintenance

What is worse than finding yourself in the middle of a medical emergency? Finding yourself in the middle of a medical emergency with no plan or prior preparation! What can you do to prepare yourself for something that seems impossible to prepare for?  The first...

Love & Legacy Letters – Passing Your Wisdom Along With Your Wealth

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...

Personal Planning Goals Should Lead the Way

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...